We kick off a special November series where we stop breaking down other people's ideas and try to dissect our own. Daniel shares his long idea on Stitch Fix, a fast-growing e-commerce clothing company that also will have to face a lot of competitors and skeptics as it tries to scale to profitability. Mike plays devil's advocate to interrogate the thesis.Topics Covered

3:30 minute mark - SFIX thesis

6:00 - What do you like about SFIX?

11:00 - Actual experience with Stitch Fix

20:00 - Business model

25:00 - Growth prospects of retail clothing market SFIX is operation in

31:00 - Where does SFIX fit in the market of fragmenting consumer preferences?

34:30 - How does SFIX handle inventory management?

37:00 - Is SFIX's customized really a big advantage over other retailers?

46:00 - How much choice do consumers really have?

52:00 - Valuation discussion