Definitely a first draft. Will be sending this out to network as I'm a student. Any feedback - formatting, qualitative thesis pointers, etc would be highly, highly appreciated. In addition, I'd love to talk about this in detail with someone if possible.
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I would definitely like to see a chart explaining major events of their stock price fluctuations, more transparency in the key drivers of profits and economic exposures.
There's a short thesis on this name on VIC
https://www.valueinvestorsclub.com/idea/FARFETCH_LTD/9006122767#descrip…
Lots of HF people post / look on this page -- I'd see what differentiates your thesis vs. their thesis.
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