GREY:PTHLF - Post by User
Post by
symboton Oct 04, 2013 12:42pm
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Post# 21791589
Investment Thesis
Investment ThesisI am invested here based on the same kind of thinking Jason Donville articulated in 2009:
PTZ-T 2009-12-03 TOP PICK Jason Donville Pet insurance. Extremely well positioned in pet shelters across Canada. Very profitable and very well managed. Now starting to use their website for e-commerce because they have a massive number of pets registered with them.
These guys have not excecuted very well, but I like their data-driven approach and I think building a customer base for their websites is a good stategy...