Secret Capital Write-Ups
DoorDash: Re-Inventing Last-Mile Logistics ‘’America is the land of the free and the land where you never need to leave your house. No item is too trivial to be hand-delivered into your home, like an emperor.’’ Comedian Ronny Chieng, in 2019. On the surface, DoorDash seems expen…
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On the surface, it seems like Alibaba is handily winning the Chinese e-commerce game. Alibaba’s platforms generate more than 3x the GMV JD does (1T$ vs…
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MediaValet provides digital asset management software, is growing Annual Recurring Revenues at 50%+ a year, insiders own 30% of the company, customers …
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Business description Roku is the market leader in the streaming TV industry, with 43M accounts. The business has two segments, Player and Platform. The…
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Overview: -Business Model and Value-add to Advertisers -Macro tailwinds -The eCommerce Opportunity -Call Options Facebook develops products that enable…
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Overview: Shopify’s Solutions for Merchants Macro trends Competitive Advantages (Their Offerings) Shopify’s Elegance and Competition Shopify is a cloud…
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Overview: -complexity of taxes and Avalara’s value-add -competitive advantages -catalysts for growth -competition -conclusion Avalara is a tax complian…
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Welcome to my Substack. I enjoy studying great business models. The two most important elements of an investment for me are: 1) intense customer love (…
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