Life360 Inc Chess Depository Interest

360: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	A$86.30	Zhzy	Pbwzcvzky

Life360: Introduction of Advertising Will Flip the Unit Economics and Accelerate Profitability

Roy Van Keulen

Mar 1, 2024

We increase our fair value estimate for no-moat Life360 by 15% to AUD 14. The company plans to start advertising to free users, which we think will deliver a new, high-margin revenue stream. The shares rallied by more than a third on the day but remain materially undervalued.

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