Etsy, Inc.
ETSY
position
long
Scott Miller
Thesis
Scott Miller believes in the long-term potential of Etsy due to its unique marketplace for handmade and vintage items, which differentiates it from other e-commerce platforms.
Did it work?
inconclusive
confidence: low
Since there is no price performance data available and the time elapsed since the pitch is unknown, it is difficult to assess whether the thesis has played out. The long-term potential of Etsy as a unique marketplace remains a valid point, but without concrete evidence of price movement or specific catalysts, the outcome cannot be determined.
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