Bought 7% more SONO
Sonos at $32.31
Linked memos
Adding $SONO here. 1) great product. 2) sticky product [get 1, want more]. 3) IP is valuable, making them acquisition target [$GOOGL 👀] 4) demand outstripping supply. 5) I’m already a customer.
W.J.B
10/18/2021
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