GoDaddy Inc.
GDDY
position
long
Yen Liow, Aravt Global
Thesis
GoDaddy has a strong customer care team that acts as a profit center and is well-positioned to capitalize on the growing need for businesses to establish an online presence. With only 18.5 million customers out of an estimated 500 million independent SMBs globally, there is significant room for growth.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. While the potential for growth in the SMB market remains, we cannot determine if GoDaddy has capitalized on this opportunity or if the customer care team has effectively contributed to profitability. Therefore, the outcome is uncertain.
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