A Balanced View
A dissertation on the Amazon roll-up strategy
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An analysis on the TikTok situation, and recommendations for ByteDance's response
Jul 19, 2020CommentShare
Commentary on Uber's acquisition of Postmates
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A pricing follow-up to the Lemonade story
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Potential short opportunity
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(May 22, 2020) - Foodservice is an integral part of a $300B value chain, supplying restaurants, hospitality and retail industries with food & materials…
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A Balanced View


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