@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.
