We kick off a special November series where we stop breaking down other people's ideas and try to dissect our own. Daniel shares his long idea on Stitch Fix, a fast-growing e-commerce clothing company that also will have to face a lot of competitors and skeptics as it tries to scale to profitability. Mike plays devil's advocate to interrogate the thesis.
3:30 minute mark - SFIX thesis
6:00 - What do you like about SFIX?
11:00 - Actual experience with Stitch Fix
20:00 - Business model
25:00 - Growth prospects of retail clothing market SFIX is operation in
31:00 - Where does SFIX fit in the market of fragmenting consumer preferences?
34:30 - How does SFIX handle inventory management?
37:00 - Is SFIX's customized really a big advantage over other retailers?
46:00 - How much choice do consumers really have?
52:00 - Valuation discussion
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