E-Commerce+AI.
A CPG play with a bonus of the possibility of a SaaS AI included. Bullish case, and although it had a run still cheap on '21 '22 EST.
Great article: https://news.alphastreet.com/mohawk-group-ceo-interview/
$MWK
Is Mohawk a SaaS? On their website they say they are a SaaS company and have some sort of AI components in it but it seems their revenue growth is not very consistent like other SaaS companies?
Definitely not SaaS yet, on their way to launch their AIMEE 2021 sometime, need to figure out a way to launch it without ruining their own moat in the area as their customers would likely be their competitors in the e-commerce. So will see, but if they succeed it's a strong + I guess.. if not they are still growing 50% y/y without it :)
a very good twitter thread that sums it up well:
Thanks for the link. That’s such a detailed tweet about what they do. Also their business model is so smart that they’re finding pain points systematically from day 1. I agree this one is going to be very interesting.
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