Interview with Lucas Haldeman, CEO of SmartRent ($SMRT)
Hope you enjoy this interview, I tried to ask Lucas some good questions. SMRT has clearly struggled the past year with supply chain problems but things appear to be improving and Lucas remains very optimistic about SmartRent’s future.
SMRT is still showing solid growth and the analysts expect 45-55% growth in 2023 and 2024 with gross margins improving dramatically over the next two years as the high-margin software revenues start to kick-in after the hardware gets installed (which has low margins).
Disclosure: I do not have a position in SMRT
Special thanks to our two sponsors: TradeZero and Lupton Capital
In the next week or so I’ll be doing a deep dive demo of the TradeZero platform — just have to figure out how to record it, perhaps Zoom will still work for this.
My next interview will be with John Fieldly, CEO of Celsius (CELH). I already have some great questions lined up for John which include the Pepsi distribution deal, international expansion, gross margin improvement, what it means to have BANG on life support and much more. If you have any specific questions you’d like me to ask John feel free to email them to me at jonah@luptoncapital.com
My next deep dive writeup should be out in the next 24 hours, sorry for the delay. Something came up that needed my attention.
Hope everyone has a great week,
Jonah