Valuation, page-10

  1. 3,967 Posts.
    lightbulb Created with Sketch. 417
    And thanks for the compliment regarding the e-commerce call.
    This sector was my main success last year.
    I still see the e-commerce growth as more structural than cyclical.
    The question in this sector is more about the future competition. No doubt that such returns are going to attract other players into this sector.
    At the same time, Redbubble is already a global company (mainly US) and has a tiny share of their market.
 
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