Shopify: “I like e-commerce. I like Amazon greater than Shopify, however I believe Shopify does a completely terrific job with small, medium-sized companies, shopper packaged items corporations. I might stick by it.”
See Chart…
Palantir’s year-to-date inventory efficiency.
Palantir: “I like Palantir, I preferred the quarter final time…I believe it is a good firm.”
Cava: “It bought too scorching, after which it got here all the way in which down, and we stated, ‘purchase, purchase, purchase.’ And it has been proper, and we’re sticking with it. However do not forget, Chipotle is the king.”
See Chart…
Model Engagement Community’s year-to-date inventory efficiency.
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