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No. of Recommendations: 2
I agree with Saul that it's not recurring in terms of buying toiler paper or toothpaste once it's over. But if Etsy has become a place to go for shoppers to buy for example a birthday gift, u go there for a gift for ur brother, for ur sister, for ur wife etc. So, it's recurring in terms of buying from any seller on Etsy's platform for specific type of purchase. And considering the latest earning call the amount of habitual buyers is growing strongly meaning that the platform flywheel working better and better and this is what we want to see in a platform type of business.

On the other hand since Etsy has platform model its gross margins are in 70+ and Amazon's e-commerce margins are single to double digits - hardly comparable to Etsy's. And we like high gross margins in our companies :)

I've opened a small position in Etsy and trying to learn more about the business.
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