Investment Memo | iRobot Corporation (IRBT)

Thesis bottom line iRobot (IRBT or ‘company’) is a leader in the Robot Vacuum Cleaner (RVC) space. Economic moats include Consumer Lock-In, Patents and a Learning Curve edge - strengthened by strategic positioning. Chip shortages, high tariff and material costs - all real concerns - have spooked investors and led to a 60% drawdown in … Continue reading Investment Memo | iRobot Corporation (IRBT)