Secret Capital Write-Ups

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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. Alibaba’s platforms generate more than 3x the GMV JD does (1T$ vs…
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Secret Capital
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…
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Secret Capital
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Roku : The Gatekeeper to Modern Television
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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Secret Capital
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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…
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Secret Capital
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Shopify Case Study: Arming the Rebels
Overview: Shopify’s Solutions for Merchants Macro trends Competitive Advantages (Their Offerings) Shopify’s Elegance and Competition Shopify is a…
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Secret Capital
Avalara : Making Taxes Less Taxing
Overview: -complexity of taxes and Avalara’s value-add -competitive advantages -catalysts for growth -competition -conclusion Avalara is a tax…
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Secret Capital
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Deep-dives into great businesses
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…
Secret Capital Write-Ups
Deep-dives into great businesses

Secret Capital Write-Ups

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