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Stitch Fix, Inc. (SFIX)
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more dilution stock compensation coming up additional lock up expiration or new shelf offering for growth and expansion into Texas probable...
how many shares does katrina lake still own?
i havent followed that number lately
has she sold 100m yet?
meanwhile sfix has never reached consistent profits
isnt our market great?
you can start a company with other people's money and then sell ur shares before you reach profits meanwhile hyping what a great future you will have
and all the while people celebrate you as if you accomplished something
i guess she did
she sold her shares
i bet they are looking to sell the company
i bet they dont have long term faith in it
they havent had profits or growth for years
once CAC > $300 it was over
To blan2: Happy 3rd Anniversary of SFIX as a public company. Just wondering if maybe, just maybe you'll acknowledge that you might have been wrong about SFIX. Pretty sure you won't but there is hope.
I asked my mailman @Usps, what companies do you see packages that you wouldn’t normally see? And without hesitation “Stitch Fix” I’m like who? He said again “Stitch Fix”
I heard of them before but, he kind of shocked me when he said them.
Thinking about taking a position. So I read MS say it will go lower, but I own Palantir and MS said it will go lower, well guess what it went way higher.
sfix is constantly hyped
but never delivers
the problem is that nothing is working and the costs to acquire customers is growing higher as ben thompson of stratechery predicted about sfix
meanwhile the insiders sell
and the ceo goes on tv and pats herself on the back
even that free advertising hasnt helped
sfix is blaming the pandemic
but they had no business before the pandemic
hype does work
but sooner or later reality comes back
its been slow to do that
but it will happen
sfix will see $10 before it ever sees $50
want that bet jim?
i always said to Jim that sfix would probably be better if they just had losses all the time while finding ways to boost sales.
they can make the claim they will be profitable later
my thesis though is that they will never have profits
but does that even matter?
maybe they can get a buyout by another company
does a company need profits?
sfix's CAC is over $300 and they are not ever able to recover that money.
back when sfix was a small cute company and had a CAC of $10 it was profitable
but as Ben Thompson of Stratechery predicted before they went public it would not last and indeed he was right
but I always thought there was a better way in that they pretend they will one day earn profits instead of constantly disappointing people that they dont now
yes the company is 10 years old
but lots of net companies are also pretending they will one day earn profits and are getting away with it
in matter of fact i suspect if sfix focused less on profits (or never earned any profits in the past) that they could be worth a lot more today
even if their gross margin went down a bit too so they could get more sales
jim used to say 2x sales
and now he is right even though he stopped saying it a year ago
and i would bang on and on about no profits
and i still believe sfix will never be profitable
but that doesnt mean the stock price cant double
investors are stupid
or they lure in another sucker
sfix is only a $4b marketcap
thats pretty low
why not $8b
motley crew has been leading the charge to hype sfix for a long long time
sure it will work
i care about profits but the market doesnt
and you know that old saying
the market is always right
Yahoo Finance Insights
Stitch Fix reached a 52 Week high at 39.60
Any in deep red? All switching from SFIX to FTCH now? LOL
Is SFIX going to get bought out? I think so. Amazon can’t compete, so they will just buy them. $55 a share in all stock deal. I see the tea leaves coming.
sfix still isnt real
but the stock has done nicely anyway
end of story
never gonna be profits again
could they get a buyout?
we have seen that happen lots of times
companies we believe will die get a buyout that saves them
i thought fitbit would die
they did fall from $10 billion to the eventual buyout at $2 billion or so
but i expected them to really die and they got saved
so who knows
what i am pretty sure of is that your not gonna see sfix have any profits
and its not because they are focused on growth
thats a lie
its because they cant make profits
the fundamentals are not there
none the less the stock has gone up a lot so thats good
but i am still more concerned with seeing whether this business model that i dont believe can work will or wont
When morgan stanley, or any banksters as a matter of fact, describes any stock price to go down, that means they want to lower the stock price to buy in. It happened to TSLA and numerous number of other companies throughout history. Same tactic used to steal money away from retail investors. Stop falling for it. That’s the only way to teach them a lesson. All banks should go to bankrupt. Let’s make them go bankrupt by investing opposite of what they say. You’ll be rich. When banks get rich, you become poor. Hope everyone understands this.
are we still hyping here?
sfix going to $8 billion
lets really hype this no profit ever company
cac > ltv
sfix will never have profits
Yahoo Finance Insights
Stitch Fix reached a 52 Week high at 36.16
Months ago 2 investors bought identical $59MM buy ins to Stitch Fix at approximately $14! They made WSJ that day in top trades box. How right they were. SFIX is made to order for the pandemic if there was one in the retail sector!
SFIX is on fire, it's up over 150% over the last 6 months. This maybe be the start, 50 plus by eod of year.. Then 2021 take off.. Congrats to all holders hasn't been easy but SFIX is i feel has been a misunderstood stock and it appears the market is finally getting what SFIX is and they have under valued it .. Great management, and tons of cash,I'm bullish going a lot higher imo but I'm a little bias so best to DYOR. Gl to all longs.
FTCH 🆚 SFIX in this environment :
FTCH👉rich ppl consumption will stay.
SFIX👉working class consumption is collapsing a cliff!
Where did Blan go lol
investors are starting to realize SFIX is the next LULU, but even greater potential
Been a long time investor in SFIX...congrats to all who believed!
SELL SFIX now
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