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DoorDash: Re-Inventing Last-Mile Logistics
DoorDash: Re-Inventing Last-Mile Logistics
Mar 12, 2021
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DoorDash: Re-Inventing Last-Mile Logistics
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JD and Alibaba: David and Goliath Can Both Win
On the surface, it seems like Alibaba is handily winning the Chinese e-commerce game.
Jan 11, 2021
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JD and Alibaba: David and Goliath Can Both Win
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Media-Valet: The King of Digital Asset Management
MediaValet provides digital asset management software, is growing Annual Recurring Revenues at 50%+ a year, insiders own 30% of the company, customers…
Dec 15, 2020
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Media-Valet: The King of Digital Asset Management
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Roku : The Gatekeeper to Modern Television
Business description
Sep 22, 2020
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Roku : The Gatekeeper to Modern Television
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Facebook: Building the Western SuperApp
Overview: -Business Model and Value-add to Advertisers -Macro tailwinds -The eCommerce Opportunity -Call Options Facebook develops products that enable…
Aug 27, 2020
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Facebook: Building the Western SuperApp
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Shopify Case Study: Arming the Rebels
Overview: Shopify’s Solutions for Merchants
Aug 19, 2020
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Shopify Case Study: Arming the Rebels
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Avalara : Making Taxes Less Taxing
Overview:
Aug 15, 2020
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Avalara : Making Taxes Less Taxing
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Deep-dives into great businesses
Welcome to my Substack.
Aug 15, 2020
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Deep-dives into great businesses
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Secret Capital Write-Ups
Deep-dives into great businesses
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