mark01bravz
2021-09-22

$Fiverr International Ltd.(FVRR)$purchased Fiverr after its massive drop from q2 earnings. I listened to their q2 earnings report, realized their guidance for q3 pretty much stayed the same. It was then that I realized this is the time to go in as the market is being nonsensical pretty much on the day itself. Revenue increase 60% year over year. Active buyers increased by 43% year over year. Spend per buyer increased 23% year over year. On top of that, I realized Fiverr is promoting the future of working. And since I am also an investor in $abnb, it is a no-brainer for me to invest into Fiverr. The only competitor which can match up to Fiverr now is Upwork.

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Comments

  • mark01bravz
    2021-09-23
    mark01bravz
    The higher this ratio, the better, as it would mean that the company is generating revenue with fewer investments on performance (paid) marketing. This is how this metric has been evolving:
  • mark01bravz
    2021-09-23
    mark01bravz
    If we combine this result, together with the direct traffic metric discussed above, we can see that more than 85% (69% + (20%*78%)) of the website’s traffic is being generated for free
  • mark01bravz
    2021-09-23
    mark01bravz
    “Search” traffic means that people are introducing either an organic keyword or a paid keyword in a search engine and they end up on Fiverr's website.
  • mark01bravz
    2021-09-23
    mark01bravz
    So far the story seems to be playing out perfectly and backed up by the numbers.If we use organic growth as a brand awareness proxy, Fiverr has a very strong brand.
  • mark01bravz
    2021-09-23
    mark01bravz
    Taking that awareness wave and been doubling down on it, and created a very substantial growth on the organic side. that also allowed us to keep our paid marketing, our invested marketing efficient.
  • mark01bravz
    2021-09-23
    mark01bravz
    Think about it, you are working from home due to the pandemic, you want to start a side hustle and suddenly see an ad from Fiverr, you are most likely going to click it, right?
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