I exited this one now, I thought the CEO and team were underwhelming from day one, but I got caught up in the chance to get in early on a new marketplace stock.
I just don’t have the belief that myd can successfully compete with amazon, catch and other online retailers in segments where they overlap (tpw, jbh, etc) it’ll hurt if I’m wrong but I think there’s better places to have my money.
Ann: MYD Commentary on H1 FY21 Results, page-48
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