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Etsy

Discussed in 2 interviews, pitched by students once.

Student pitches

• Winter 2020 Long Etsy By Mingming Wu, Kyle Campbell and K.Y. Wong Student pitch, p. 23 ↗ 2019 Neuberger Berman ESG Challenge, champion

  A two-sided marketplace for handmade and creative goods, pitched with a 4-year target 76% above the price.

Interviews

• Winter 2021 John Huber Saber Capital Management Interview, p. 29 ↗

  John runs Saber on the original Buffett Partnership fee structure: no management fee. He goes deep on Etsy, explains how he thinks about Apple, and why he owns NVR.

  Companies: Etsy, Apple, NVR Quality compoundersBuilding a firm
• Fall 2018 Scott Miller Greenhaven Road Capital Interview, p. 1 ↗, continues p. 21

  Scott ran businesses before starting Greenhaven Road in 2011. He talks about autonomous vehicles, sizing, and Etsy, TripAdvisor, Fiat Chrysler and Scheid Vineyards, a family wine company whose land is worth twice the share price.

  Companies: Etsy, TripAdvisor, Scheid Vineyards, Fiat Chrysler Small capsSpecial situationsPortfolio construction