A Balanced View | Patrick | Substack

A dissertation on the Amazon roll-up strategy

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

About Archive Authors

#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