Capacity is the concern I have. Can they built it out fast enough.
@enriqueabeyta I saw your post about $FB - thought you would be interested to see $PRPL is trading at less than 13 X 2023 projected earnings and about 9x 2024 projected earnings. I know you don't like the mattress space...https://www.alphaspread.com/security/nasdaq/prpl/analyst-estimates …
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That’s the kind of problem you want though - one that you aren’t concerned about the macro picture- it’s just an execution story, they’ve been delivering on capacity for about 1.5 years now.
End of conversation
New conversation -
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