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India Reports (3 Topics) | Macro, AAPl, eCommerce

India Reports (3 Topics) | Macro, AAPl, eCommerce

by Bespoke Intel | Feb 21, 2020

This content is for members only
India Reports (3 Topics) | Macro, AAPl, eCommerce

China Reports (9 Topics) | Coronavirus, Ecommerce, Streaming Video, Food Delivery, Casual Dining, Social Media, TSLA, AAPL, Athletic Apparel

by Bespoke Intel | Feb 21, 2020

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Robotic Vacuums Vol 5

Robotic Vacuums Vol 5

by Bespoke Intel | Feb 20, 2020

Tickers: $IRBT Companies: iRobot Sectors: Robotic Vacuums
Wayfair – Do These Tailwinds Outweigh The Amazon Headwind?

Wayfair – Do These Tailwinds Outweigh The Amazon Headwind?

by Bespoke Intel | Feb 19, 2020

The Set-Up: W is off some ~53% from all-time highs set in March of 2019. Rising costs, increased competition, and China concerns have investors worried about growth prospects. Thesis Based Questions:1. What percentage of Wayfair customers cross-shop Amazon for the...
India Reports (3 Topics) | Macro, AAPl, eCommerce

(PTON, CLUB, PLNT) Fitness Vol 13

by Bespoke Intel | Feb 18, 2020

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