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Davis Mattek on Tyler Warren

VideoArguing Inputs (Week 9)
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Video: Arguing Inputs (Week 9)
if Tyler Warren was a little bit less expensive, I would be in on him. But like we we our base target share for him is 24% and he's projecting for 12 points, so I'm out
Mentioned at 16:53 – 17:26

STACKED’s take

Positive signalValue

24% target share, 12-point projection; too expensive at current price

Pricing and projection analysis with explicit recommendation against. Tyler Warren has a base target share projection of 24% and is projecting for 12 points, but the source is out on him due to his pricing being too expensive relative to that projection.

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