Antarctic Circle Capital

Antarctic Circle Capital

Fathom Founder Conversation and Quarterly Results Update

Founder talks about Fathom vs eXp business model

Antarctic Circle Capital's avatar
Antarctic Circle Capital
Aug 16, 2024
∙ Paid
1
2
1
Share

Highlights

  • Talking to Fathom’s Founder

    • Main competitor eXp World Holdings

    • New Revenue share models

    • EBITDA break even

  • Update on Fathom’s Q2 Results.

If you haven't had a chance to read the Fathom thesis yet, start by visiting this link:

Real estate player at 0.11x P/S and 10x potential

Real estate player at 0.11x P/S and 10x potential

Antarctic Circle Capital
·
July 26, 2024
Read full story

For those considering subscribing, this update on the Fathom thesis, which includes insights from my conversation with Fathom’s founder, is part of the paid subscription package.

However, the real value of the subscription comes from the monthly deep dives, with the next one scheduled to be released in just a few days. Don’t miss out, and upgrade your subscription now.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Antarctic Circle Capital
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture