Uncover potential new investments and learn about financial markets on the Chit Chat Money podcast. Our flagship show releases two episodes a week covering individual stocks, one with a guest and one without. We periodically publish seasons of a History of Financial Markets, which you can listen to here. The show notes for each episode are published on this website, which you can find below.

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Thoughts on Stitch Fix as a Long-Term Investment

I’ve been reading and thinking about Stitch Fix lately. I bought a few shares in March when the valuation was dirt-cheap, but it subsequently has moved to my “too-hard” pile when I sold everything in September. The company trades at a reasonable sales multiple (1.9x EV/sales LTM) when you consider: They are growing clients and revenue at ~10% a year even with COVID headwinds Gross margins sit at 45% and can expand at scale They have no debt and are cash flow positive You migh

 

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