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Farrer 36 Asset Management's avatar

Great writeup - just a small thing but worth nothing - 53% of bookings are on mobile, not necessarily the app (ie could be from mobile browser) - Dana doesnt want to break it out. That said Prime day showed significant growth in app bookings, so the number of bookings on app are increasing - we just dont know the number.

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Philip Thompson's avatar

Great list of sources covering the stock. Curious if you have an updated list? Thanks!

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