
by Harry Stebbings
121 episodes

Wix (WIX) presents a compelling growth opportunity, signaled by its aggressive marketing spend and a stated goal to surpass $2 billion in sales. The company appears confident in its strategy, focusing on a key metric of recouping customer acquisition costs in under 12 months. Given its established business and successful integration of AI, WIX may be undervalued compared to highly-valued private competitors in the same space. The insights also reinforce the durable market position of large-cap tech, making Alphabet (GOOGL) a core holding as its search dominance persists. Likewise, Meta Platforms (META) remains a strong long-term investment due to the proven effectiveness of its advertising platform.