Topic Archives: Stitch Fix (SFIX)

Let’s start with the bad news this week. Activision Blizzard (ATVI) is a pretty reasonably valued company, valued at about 20X forward earnings now and with a predicted earnings growth rate (by the average analyst) in the 10-15% neighborhood. It’s one of the dominant game publishers in the world, it’s a large company (market cap […]

Perhaps the most glaring reminder of the current investor mindset is that the new exchange approved by the SEC a couple years ago, the Long Term Stock Exchange (LTSE), designed to help build long-term relationships between companies and their investors, has just now formally gone live with its first two listed companies at launch, Twilio […]

Bad news… Dream Finders Homes (DFH) did not partner up with Boston Omaha’s Yellowstone Acquisition SPAC (YSAC) to go public, as I had harbored some small hope they might… but good news, too, because DFH did go public this week, which came as a surprise to me on Thursday, since I hadn’t noticed the original […]

Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re getting ready to close down for the holiday, seems a good time to spread […]

Comments

  • good question! Just seen this one from Zacks, warning: bearsish stuff! https://www.zacks.com/stock/news/1277022/should-i...

  • LL is pimping SFIX today, as a buy on the recent 50% dip. But I still don't think this is one of his (current?) 7 "hyp...

  • He is essentially betting that there will be a strong move in either direction. He loses if the price remains the near t...

  • $SFIX I heard a StitchFix ad on the car radio driving home yesterday evening. Was kind of surprised they'd take their a...

  • I was skeptical of both SFIX and CHWY. But don't discount how much people are willing to pay for convience. Amazon is of...

  • Any thoughts after SFIX results and the resulting massive correction? To me this looks like an opportunity for the long-...

  • Hi Travis Re #SFIX, You mentioned this '(I also have some short-term bets on both puts and calls for SFIX, since I think...

  • I've owned TWLO and CHWY for a while. I did own SFIX but was disappointed by their execution. I haven't looked at it in ...

  • I like the spreadsheet of companies that have a market cap above $25 billion and accompanying info. Thanks for your ...

  • Oops! no SFIX in Canada. Looks like SFIX doesn’t need my business.lol! Thanks Travis....

  • Thanks... yes, Gurley's Benchmark was one of the few VC Firms that backed Stitch Fix early and really bought into the vi...

  • FWIW: I see Bill Gurley of Benchmark Partners is on the board of SFIX. Bill, way back in 1996, was the PC analyst at Mo...

  • Thanks for your insights on these companies Travis ! I added SFIX when Tom Gardner recommended first in SA and still at...

  • Have several shares of SFIX. I resolved to hold it because I think they have good long-term viability and I don't expec...

  • I have SFIX. It hasn't been a loser for me because I have only owned it since May. I was a little skeptical of the sto...

  • I watched the promotional video for Blast Off 2019 and they gave bunch of free stock picks from that service and every ...

  • I also am up 40% on APPN. got the recc. from Motley Fools. in fact--there picks have been great. TTD--I am up 100% in ...

  • Ya they recommend sfix a lot. They’re very high on it...

  • I have a little sfix. It's actually both a stock advisor and rulebreaker pick. I'd be a little disappointed if their b...

  • I would also assume sfix is one of their big small caps...

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