- 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.
For further details see:
Etsy: Underappreciated Growth Story