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

Yet Another Value Podcast

Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

1M ago 59:11

MP3•Episode home

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

Today's sponsor: Daloopa

Post-earnings reports are more than just a data dump—they’re a goldmine of opportunities waiting to be unlocked. And with Daloopa, you can turn those opportunities into actionable insights.

Daloopa’s dynamic scenario-building tools integrate updated earnings data, letting you model multiple strategic outcomes, like what happens if a company revises guidance upward. And with automated sensitivity analysis, you can quickly understand the impact of key variables like cost pressures, currency fluctuations, or interest rate changes.

This means you’ll deliver more actionable insights for your clients, helping them navigate risks and seize opportunities faster. Ready to enrich your post-earnings narratives? Visit http://daloopa.com/YAV today to get started.

315 episodes

#Andrew Walker #Trading #Business #Value Investing