Australia, Concentration, E-Commerce, growth, value
Temple & Webster operates as the Wayfair of Australia with superior unit economics, achieving 205% twelve-month return on investment with A$69 customer acquisition cost and A$142 annual profit per customer. The company benefits from minimal competition and meaningful barriers to scale in an underpenetrated market. Despite a 12% revenue decline, the company maintained strong unit economics and expanded profit margins while investing in adjacent business lines.
This report provides a detailed summary of investor holdings for a
specified stock ticker, highlighting key metrics such as fund
name, total assets under management (AUM), invested value,
portfolio weight, and shares owned. It also tracks changes in
share ownership during the last quarter, including the percentage
of shares bought or sold and the percentage of outstanding shares
owned. The data is generated using an API that processes investor
holdings and calculates these values for each fund. This report
helps investors and analysts monitor the stock positions of major
funds, identify investment trends, and assess the influence of
large investors on individual stocks.
