Hey guys. just saw these comments (I'm new here). @eggplant @reasonableyield @nathanworden They have a great platform strategy they are heavily investing in, & M&A trend with future synergy via Yoox Net-A-Porter (see articles), they have leading tech position in luxury retail space which is underserved and which is not really open to players like $AMZN, Imo, which should result in outsized growth. They have a strong balance sheet if you look closely with plenty of cash. My model suggests a PT of $30+ with as margins improve. I also think $CROX, $ETSY, $SHOP, and $REAL are interesting. More to come as we go.