Calculating Risk Foolishly, Vol. 3: KNSL vs. CHWY
Rule Breaker Investing
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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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