Company Report
Last edited 3 years ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#80
Performance (71m)
8.4% pa
Followed by
474
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#Bear Case
stale
Added 3 years ago

Mysterious founder Dean Mintz who appears to be a ghost online (could find 2 previous ventures but not really any more info than that), combined with minimal business history (recent IPO). 

Luxury fashion goods are really far outside of my circle of competence (I really don't know who buys this stuff).

No discernable moat as business is essententially shopify + drop shipping raises a lot of exitential counter party risks.

Online shopping likely to decrease or plateau over next year or so.

Combined with high valuation its a strong no for me.