Rob’s Fundamental Stock Analysis

Rob’s Fundamental Stock Analysis

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Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
$oac vs $sfix vs $stic

$oac vs $sfix vs $stic

Which to own?

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Rob's Educated Guesses
Jan 18, 2021
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Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
$oac vs $sfix vs $stic
2
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Selling “stuff” to consumers online using a subscription model doesn’t really differ much whether it is 1) clothing in bulk subscription, StitchFix, 2) dog treats and toys, Bark Box or 3) erectile dysfunction meds from For Hims.  You have a customer acquisition cost (CAC), average revenue per order, fulfillment cost and lifetime value of a customer.

Gros…

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