@saintex
Who knows what investors will look at!
CTT was growing at +300% pa pre-Covid, it is growing at the same post-Covid.
They are exposed to fashion/apparel which has had structural headwinds during Covid, and tailwinds from growing e-Commerce.
My analysis based on publicly available information suggests they are taking market share from Farfetch and they have a better customer experience (and have a better return on ad spend).
Profitable business, negative working capital, immediate return on customer acquisition and a large addressable market means that growth is relatively unconstrained.
I'm happy holding this for a few years to see how it plays out.
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