PERSON DIRECTORY
Jordan McNamee
Jordan McNamee appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
thredUP is a differentiated managed resale marketplace, using single-SKU logistics to monetize clothing that ordinary sellers cannot profitably list themselves.With facilities below 50% utilized, contribution margins above 40%, and largely flat capital expenditure, moving toward 80% utilization could create substantial operating leverage.The upside case depends on 10%-plus growth and 25%-plus incremental adjusted EBITDA margins, while flat 2025 growth, weaker unit economics, and stock compensation dilution remain key risks.