The rest of the Gymshark story, and where next from here?
just as good as part 1, thank you for writing these Andrew!
Another banger! Q - is ‘Indexed Price Per Unit’ the same as AUR ‘Average Unit Retail? Was listening to Burberry’s Q3 trading and they refer to the metric as AUR, which I think is the same? Check it here, hopefully it’ll lure you in to do a similar deep dive on some of these luxury behemoths, especially with all the recent/upcoming earning calls! https://secure.emincote.com/client/burberry/burberry044
Ahh, that’s my old one that I wrote with my sister to keep her busy during lockdown
Going all in on finance and Ai so started a new one last month - ‘Your CFO is probably thinking about Ai’
The art of forensic accounting is a lost art 🖼. Thanks 🙏 for bringing it back to life Andrew
Absolute banger episode this one. Loved the way you have analysed the whole thing, and the humor bits sprinkled around. Also the Jeremy Giffon podcast (I am half way through) is terrific, thanks for recommending.