Secret Capital Write-Ups
Subscribe
Sign in
Home
Archive
About
DoorDash: Re-Inventing Last-Mile Logistics
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…
Mar 12, 2021
•
Secret Capital
31
Share this post
DoorDash: Re-Inventing Last-Mile Logistics
secretcapital.substack.com
Copy link
Facebook
Email
Note
Other
1
January 2021
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…
Jan 11, 2021
•
Secret Capital
7
Share this post
JD and Alibaba: David and Goliath Can Both Win
secretcapital.substack.com
Copy link
Facebook
Email
Note
Other
December 2020
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
•
Secret Capital
6
Share this post
Media-Valet: The King of Digital Asset Management
secretcapital.substack.com
Copy link
Facebook
Email
Note
Other
2
September 2020
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…
Sep 22, 2020
•
Secret Capital
6
Share this post
Roku : The Gatekeeper to Modern Television
secretcapital.substack.com
Copy link
Facebook
Email
Note
Other
1
August 2020
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
•
Secret Capital
4
Share this post
Facebook: Building the Western SuperApp
secretcapital.substack.com
Copy link
Facebook
Email
Note
Other
1
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…
Aug 19, 2020
•
Secret Capital
5
Share this post
Shopify Case Study: Arming the Rebels
secretcapital.substack.com
Copy link
Facebook
Email
Note
Other
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…
Aug 15, 2020
•
Secret Capital
2
Share this post
Avalara : Making Taxes Less Taxing
secretcapital.substack.com
Copy link
Facebook
Email
Note
Other
1
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…
Aug 15, 2020
Share this post
Deep-dives into great businesses
secretcapital.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts