@I've just come across this extended interview with #HUD Executive Chairman Martin Higginson. The section between 1hr 02mins to 1hr 24mins is particularly insightful and the most energetic I've seen him talk about the opportunity Huddled now has before it. I've said on multiple occasions that the introduction of THG fulfilment was the game-changer here. What is now happening with the expansion into marketplaces is Huddled is beginning to exploit that competitive advantage. Thanks to much lower delivery costs, "We've now got the best deals on planet." Best deals with free next-day delivery mean Huddled goods appear at the top of user searches on websites like Temu. Meaning that Huddled's marketing base just went orbital. There's plenty more detail in there for those willing to take some time to listen and understand. Huddled currently trades at a £5.4m MC with well over £1m in net cash. I think that's a crazy valuation given the potential on offer. youtube.com/watch?v=xShKHt…