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Some thoughts on $FTCH....so many big buyers that got it wrong....why? 
In a word....#China
This platform looks like a pure play on Chinese luxury growth at this point...and right now that ain't good
wsj.com/articles/selli…
This platform looks like a pure play on Chinese luxury growth at this point...and right now that ain't good
wsj.com/articles/selli…
No China risk right? I would also note that they are not disclosing geographical segment data since y/e 2020
$FTCH could be a near *pure play* on China luxury, live by the sword, die by the sword
$FTCH could be a near *pure play* on China luxury, live by the sword, die by the sword
