Specialized Consumer Services

I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business


Display GDP grow per year to compare with Revenue Change
1. Uber Technologies, Inc UBER1,9953,8457,93211,27014,147
2. Covetrus, Inc CVET2,9783,3533,5803,7783,976
3. Lyft, Inc LYFT3431,0602,1573,616
4. Service Corporation International SCI2,5652,5102,2722,3281,8611,7161,7472,2852,1562,0542,1912,3162,4102,5562,9942,9863,0313,0953,1903,231
5. H&R Block, Inc HRB2,4523,0023,3183,6514,1654,4204,8734,0214,4044,0843,8743,7742,8942,9063,0243,0793,0383,0363,1603,0952,640
6. WW International, Inc WW4006248109441,0251,1511,2331,4671,5621,3991,4521,8191,8271,7241,4801,1641,1651,3071,5141,413
7. IAA, Inc IAA9941,0981,2191,3271,437
8. frontdoor, inc FTDR9171,0201,1571,2591,365
9. Regis Corporation RGS1,1431,3121,4541,6851,9232,1942,4312,6272,7392,4302,3582,3262,2742,0191,8921,8371,7911,6921,2141,069670
10. Select Interior Concepts, Inc SIC234353490610
11. OneSpaWorld Holdings Limited OSW476507541562
12. StoneMor Inc STON768089100115145183181197228243247288320323336316290
13. Carriage Services, Inc CSV163162154151150155151168177178185191204214226243248258268274
14. Collectors Universe, Inc CLCT415245522634374042364044484961626170687279
15. XpresSpa Group, Inc XSPA0.720.371.11.432318.97495049
16. Avante Logixx Inc ALXXF8.0910.7614.582123320
17. HyreCar Inc HYRE0.030.523.229.7815.85
18. Weight Watchers International, Inc WTW6248109441,0251,1511,2331,4671,5621,3991,4501,8191,8251,7241,4801,1641,1651,307
19. Kaopu Group, Inc LNGB0.087.847.997.577.51
20. Midnight Holdings Group, Inc MHGI001.511.852.022.49
21. China Redstone Group, Inc CGPI018.3137
22. Park Lawn Corporation PRRWF15.3317.3517.47202867871610
23. Arem Pacific Corporation ARPC0.630.50.490.32

Revenue Growth

Display GDP growth per year to compare with Revenue Change
1. Uber Technologies, Inc UBER1.931.932.061.421.26
2. Covetrus, Inc CVET1.
3. Lyft, Inc LYFT3.
4. Service Corporation International SCI0.980.980.911.020.80.921.021.310.940.951.
5. H&R Block, Inc HRB1.
6. WW International, Inc WW1.561.561.
7. IAA, Inc IAA1.
8. frontdoor, inc FTDR1.
9. Regis Corporation RGS1.
10. Select Interior Concepts, Inc SIC1.511.511.391.25
11. OneSpaWorld Holdings Limited OSW1.
12. StoneMor Inc STON1.
13. Carriage Services, Inc CSV110.950.9811.030.971.111.0511.
14. Collectors Universe, Inc CLCT1.281.280.851.170.511.
15. XpresSpa Group, Inc XSPA0.510.512.981.315.920.842.571.030.97
16. Avante Logixx Inc ALXXF1.331.331.361.431.121.370
17. HyreCar Inc HYRE17.617.
18. Weight Watchers International, Inc WTW1.561.561.
19. Kaopu Group, Inc LNGB95.6595.651.020.950.99
20. Midnight Holdings Group, Inc MHGINANNANINF1.221.11.23
21. China Redstone Group, Inc CGPIINFINF1.99
22. Park Lawn Corporation PRRWF1.
23. Arem Pacific Corporation ARPC0.80.80.970.66