We all know this is a huge success story, but let's invert our...

We all know this is a huge success story, but let's invert our thinking to find potential issues for Kogan. It's a good mental exercise and healthy to play devils advocate. What could send KGN back to $1.50? 1. The obvious, Amazon, being hugely successful and taking a monopoly position with prime against local alternatives like Shipster 2. Other retailers jumping on the OEM bandwagon and weakening Kogan's in-house brand position (Kmart already sell a lot of their own label product) 3. David and Ruslan die in a freak hang-gliding accident, and the 3rd in command ends up being a massive douche Let's look for flaws in our current thinking.