The Wayfair Battleground

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Wayfair Under Attack
The shorts have come out in force on Wayfair (NYSE:W) and their attacks are blistering (PDF). The shares have held up well so far, in part due to sell-side analysts at large firms like BofA/Merrill Lynch who have come out strongly in defense of the company, the business model and the stock. Here is a link to the BAML report (PDF).

Investors may be reminded of . . .

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