Rob’s Fundamental Stock Analysis

Rob’s Fundamental Stock Analysis

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Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
Long $stic.u

Long $stic.u

12/20/2020

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Rob's Educated Guesses
Dec 27, 2020
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Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
Long $stic.u
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Idea:  LONG STIC.U

Subscription models are the best models in business.  They are recurring, predictable sources of gross profit to manage your expenses and growth.  $CHWY has mastered the pet supplies model with 16m “regulars” ordering last qtr and grew new subs by 1.5m.  $CHWY has 26% gross margins, relatively strong given their mix of products and ser…

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