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Calculating Risk Foolishly, Vol. 3: KNSL vs. CHWY

Rule Breaker Investing

CHAPTER

Competition and Upstarts in the Retail Market

This chapter discusses the competition faced by Chewy in the specialty retail market, particularly with Amazon. It explores whether Chewy is being challenged by upstarts in its business model and shares insights on other disrupted companies. The chapter also touches upon the barriers to entry in the insurance market for a company called Kinsey.

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