AMZN - Etsy: Underappreciated Growth Story

• Etsy is broadly seen as a "stay at home stock", but this perspective is too short-sighted.
• The company has emerged from the pandemic stronger than ever, and this has permanent implications going forward.
• Growth is accelerating in spite of challenging year-over-year comparisons.
• The business model is remarkably attractive and management is executing at a high level.
• Vigorous revenue growth in combination with expanding profit margins should drive attractive returns for investors in Etsy over the long term.

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