Wayfair: Rating Upgrade As The Business Continues To Outperform

My previous investment thought on Wayfair (NYSE: W ) was a hold rating because I was worried about the near-term performance. I am upgrading to buy after looking at the strong 2Q25 results. It's clear to me that WI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimat ...