Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP

Jordan McNamee, Founder and CIO of Optimist Fund, joins the podcast to share his thesis on ThredUp Inc. (Nasdaq: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories.

For more information about Optimist Fund, please visit: https://www.optimistfund.com/

Chapters:

[0:00] Introduction + Episode sponsor: Daloopa

[1:39] What is ThredUp $TDUP and why they are interesting to Jordan

[13:45] Why is this going to be a good business in the long-term

[18:16] Why are customers choosing $TDUP over eBay or other competitors / why is this enough of an opportunity (from an investment perspective) / comparison to DoorDash

[30:50] Growth potential that Jordan sees

[35:15] Rhymes of other marketplaces; what's different with $TDUP

[41:18] What would break the $TDUP thesis for Jordan

[47:17] Insider ownership

[53:46] Final thoughts / current stock price

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