Archive - Secret Capital Write-Ups

DoorDash: Re-Inventing Last-Mile Logistics

DoorDash: Re-Inventing Last-Mile Logistics

Mar 12, 2021 •

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.

Jan 11, 2021 •

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 •

September 2020

Roku : The Gatekeeper to Modern Television

Business description

Sep 22, 2020 •

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 •

Shopify Case Study: Arming the Rebels

Overview: Shopify’s Solutions for Merchants

Aug 19, 2020 •

Avalara : Making Taxes Less Taxing

Aug 15, 2020 •

Deep-dives into great businesses

Welcome to my Substack.

Aug 15, 2020

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts