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

A Balanced View