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  • Brett Schafer

Deep Dive: From Growth to Value Talks Fiverr

Listen On:

  1. Spotify

  2. Google Podcasts

  3. Apple Podcasts

Show Notes

It was great to have Kris, otherwise known as From Growth to Value, on the show to take a deep dive into Fiverr. Here are the topics/questions we covered:

  1. How you found Fiverr? How long you’ve followed it?

  2. Overview of thesis

  3. What could go wrong? What’s the biggest risk to the business?

  4. Is there anything misunderstood about Fiverr? What is the opposing thesis and why do you think it’s incorrect?

  5. Valuation/multiple discussion

  6. What are the important financial (or non-financial) metrics/components to track for this business?

  7. Any color on the Fiverr Experts? How important are they for the business going forward?

  8. Thoughts on how Fiverr Business and Subscriptions can drive growth?

  9. What do you think of the “Working Not Working” acquisition Fiverr made? How do you think it fits into the company?

Make sure to listen to hear his answers to the questions!

Our Deep Dive Interviews are sponsored by Quartr. Quartr is democratizing investor relations by bridging the gap between companies and stakeholders. Download on the App Store or Google Play Store today.

Disclosure: The authors and podcast guests are not financial advisors. Brett Schafer and Ryan Henderson are portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this podcast.


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