CTT 7.63% $1.21 cettire limited

Cettire vs Farfetch, page-10

  1. 4,147 Posts.
    lightbulb Created with Sketch. 442
    Thanks hankreardon for your feedback.
    Always appreciated.
    I was surprised to see you interested by this stock, as I thought you were more into value plays. Obviously I was wrong.

    There is still something I don't get with this company.
    But it may be due to a dated understanding of the luxury sector.
    The main brands, LVMH in particular, used to have a strict control vs their distributors, in terms of what they could do and at what price they could sell.

    I should also have a look at Ssense (that you mention) to better understand the distribution in this sector.

 
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