Chewy: Momentum In Autoship, Vet Clinics, And Mobile Engagement

Group 1 - The article provides an update on Chewy Inc. (NYSE: CHWY) following a previous bullish recommendation based on the Investor Day review [1] - The author emphasizes a fundamentals-based approach to value investing, focusing on companies with long-term durability and robust balance sheets [1] - There is a disagreement with the notion that low multiple stocks are inherently cheap, highlighting the importance of valuation in investment decisions [1] Group 2 - The author expresses a belief that in certain situations, the potential for growth can outweigh immediate price concerns [1]