Bought 6% more WOOF
Pets = booming market and low price sensitivity. $WOOF is cheap compared to darlings such as $CHWY, I happen to believe their retail presence is plus in a market where short-delivery times are important (omnichannel) and where there is opportunity to expand in high-margin value-added services like vets.
I'm looking forward to their next earnings on Nov 19. You can sync this (and any other company earnings) to your calendar along with link to real-time call at -
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