Chewy: Post-Pandemic Slowdown Is Here To Stay While Insiders Are Cashing Out
We believe Chewy stock is overvalued as revenue growth decelerated significantly and active customer growth stalled. Insiders are cashing out,...
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1H22 Obex Research Short Portfolio
Our top short ideas for 2022: Tesla, Roku, Palantir, Spotify, Doordash, Expensify, AMC, and Teradata. Continue to like pandemic related...
258 Views
Boqii IPO: Another Pet Humanization Stock in a Booming Market Led by Large E-Commerce Platforms
Boqii is one of the largest pet-focused platforms in China who offers a one-stop destination for pet parents to get everything they need for their...
444 Views
Chewy: IPO Lifted by Animal Spirits; PetSmart Reaping the Benefits Already
Chewy Inc. (CHWY) had its IPO debut on 14th June 2019 and saw strong investor demand for the ‘pet humanisation’ company’s shares. Chewy opened at...
520 Views
Chewy IPO: Lots of Barking and Little Bite; Balance Sheet and PetSmart Relationship Raise Concerns
Chewy Inc. (CHWY US) engages in e-commerce business in the United States and offers approximately 45,000 specialized pet products including food,...
890 Views