Well-done long analysis on Stitch Fix from @svafier. Presentation ↳ https://t.co/acJREqWTKJ Discussion ↳ https://t.co/HFGAq5Ixqs I'm surprised they haven't been more aggressive chasing international growth... Napkin investment thesis + some other good slides ↓ https://t.co/elLOCahkg3

What do Roblox, Anduril, CrowdStrike and Apple all have in common? None of them looked like obvious winners from the start. But they built something far bigger than anyone expected. We call these companies Modelbusters. Modelbusters either reveal a market that’s ... See more