Addressable market
Fundamental analysisThe total market a company could plausibly sell into.
In plain terms
Compound implied revenue forward. If the company ends up larger than its market, the assumption answered itself.
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Glossary
Every term is defined twice: once the way a filing would put it, and once the way somebody would explain it to you across a table. The second one is usually the one that sticks.
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Path to profitability
Fundamental analysisThe route by which a loss-making company is expected to reach profit, judged as two questions in order: does one customer make money, and can total contribution ever cover the fixed cost base?
In plain terms
A company can pass the first test and fail the second permanently. Positive unit economics with a cost base the addressable market cannot support is what catches people who stopped checking after the first question.