Theta Perspective
Resources, Research, News, Views, and Case Studies from the Theta Team

Warby Parker Customer-Based Corporate Valuation Simulator (Q3 2021)
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Warby Parker – strong fundamentals, but tough to justify a high valuation
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Warby Parker – healthy unit economics despite relatively low purchase frequency
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Warby Parker S-1: Problems with one of their customer disclosures
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Farfetch Customer-Based Corporate Valuation Simulator (Q2 2019)
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What happened at Farfetch in Q2 2019? A CBCV Perspective
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