Wayfair Inc (W)

[mrcarnita]

Fantastic buying opportunity for Wayfair. Increased revenues, increased active users, increased repeat customers. The increase in operational expenses are coming from investment in tech, data infrastructure and logistics to make this a long term success. High growth periods also require expanded marketing efforts. Operational expenses and marketing efforts can be optimized later, but it's silly to focus on that at a time of high growth. I've managed growth for very successful initiatives for fortune 100s and startups. They've got he right kpis. Wall Street f'd up today. Buy.