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@willy
Willy
12 following21 followers
Bought 19% more SFIX
Stitch Fix at $32.87
@willy
10/11/2021
Stitch Fix going through a rough patch here but fundamentally this business is only going to grow as we inch our way out of this pandemic. Revenue opportunity abounds with its Freestyle direct offering and we’ll continue to see cost efficiencies as the algorithms continue to shoulder more of the work involved in putting together Fixes.

Bought 325% more BRLT
@willy
10/11/2021
Didn’t get enough IPO allocation - easily see this as a high single digit billion $ company in the next couple years.

Sold all SNAP $75 Calls
248.79% GAIN
10/15/2021 Exp, Closing
@willy
09/28/2021
seemed like a local maximum

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