Vimeo: A Promising Story, But the Numbers Paint a Different Picture
jordanmartenstyn.substack.com
Vimeo has expanding margins and an attractive valuation, but decelerating growth in core top-line metrics and increasing competition is enough for me to sit and watch from the sidelines.
Vimeo: A Promising Story, But the Numbers Paint a Different Picture
Vimeo: A Promising Story, But the Numbers…
Vimeo: A Promising Story, But the Numbers Paint a Different Picture
Vimeo has expanding margins and an attractive valuation, but decelerating growth in core top-line metrics and increasing competition is enough for me to sit and watch from the sidelines.