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 triv…
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…
MediaValet provides digital asset management software, is growing Annual Recurring Revenues at 50%+ a year, insiders own 30% of the company, customers …
Business description Roku is the market leader in the streaming TV industry, with 43M accounts. The business has two segments, Player and Platform. The…
Overview: -Business Model and Value-add to Advertisers -Macro tailwinds -The eCommerce Opportunity -Call Options Facebook develops products that enable…
Overview: Shopify’s Solutions for Merchants Macro trends Competitive Advantages (Their Offerings) Shopify’s Elegance and Competition Shopify is a cloud…
Overview: -complexity of taxes and Avalara’s value-add -competitive advantages -catalysts for growth -competition -conclusion Avalara is a tax complian…
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 (…