A Balanced View | Patrick | Substack

A dissertation on the Amazon roll-up strategy

Aug 26, 2020

An analysis on the TikTok situation, and recommendations for ByteDance's response

Jul 19, 2020

Commentary on Uber's acquisition of Postmates

Jul 7, 2020

A pricing follow-up to the Lemonade story

Jun 26, 2020

Potential short opportunity

Jun 10, 2020

(May 22, 2020) - Foodservice is an integral part of a $300B value chain, supplying restaurants, hospitality and retail industries with food & materials…

May 26, 2020

A Balanced View

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