- Riskified is serving a growing eCommerce fraud market with a win-win solution that's hard to turn down.
- The company is planning to focus on growth in the upcoming quarters and expects an increase in S&M and R&D expenses, music to my ears early in the company's opportunity.
- Annual Dollar Retention Rate and Dollar Based Net Retention Rate are strong, indicating switching costs are very high.
- Competition, customer concentration, and a global downturn are significant long-term risks to consider.
- As a long-term investor, I expect the company to do well over the next decade as eCommerce continues to grow. However, I am wary of the significant risks and plan on being cautious with Riskified.
For further details see:
Riskified: Worth It Despite Significant Risks