You are one of my favorites. To answer your questions: I don't care about a regular schedule and also not about a minimum number of pieces in a specific time period. I prefer to read from you
i) if you have conviction about an investment that you are familiar with from following it for a long time / thoroughly researched. 2 great ideas a year are better than 12 of which 10 are okish, because someone believed they have to submit something every month.
ii) if you have anything else to share that you think is interesting, e.g. you saw some earnings and you have some interesting thoughts about it because you followed the industry and specific companies for such a long time and your familiarity with them, that only few have.
I.e. less generic stuff, more of your in-depth industry applied to recent developments / opportunities.
Do you think that [ship from store is cheaper than ship from DC] holds across different types of consumption? Eg are TGT/WMT structurally advantaged in their common SKU counts vs AMZN 1p/3p? Why haven’t grocery succeeded in 1p delivery?
Ie, is there some reason why ship-from-store will win in pet consumables despite not having obviously (yet?) won in books/toys/groceries/sundries?
You are one of my favorites. To answer your questions: I don't care about a regular schedule and also not about a minimum number of pieces in a specific time period. I prefer to read from you
i) if you have conviction about an investment that you are familiar with from following it for a long time / thoroughly researched. 2 great ideas a year are better than 12 of which 10 are okish, because someone believed they have to submit something every month.
ii) if you have anything else to share that you think is interesting, e.g. you saw some earnings and you have some interesting thoughts about it because you followed the industry and specific companies for such a long time and your familiarity with them, that only few have.
I.e. less generic stuff, more of your in-depth industry applied to recent developments / opportunities.
Interesting write up on WOOF.
Do you think that [ship from store is cheaper than ship from DC] holds across different types of consumption? Eg are TGT/WMT structurally advantaged in their common SKU counts vs AMZN 1p/3p? Why haven’t grocery succeeded in 1p delivery?
Ie, is there some reason why ship-from-store will win in pet consumables despite not having obviously (yet?) won in books/toys/groceries/sundries?
Thanks again for sharing your thoughts!