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🧶They See me Rollin’🧶
A dissertation on the Amazon roll-up strategy
Aug 26, 2020
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Patrick
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🧶They See me Rollin’🧶
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⏰A Ticking Conundrum⏰
An analysis on the TikTok situation, and recommendations for ByteDance's response
Jul 19, 2020
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Patrick
12
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⏰A Ticking Conundrum⏰
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🚴♀️An Uber Move🚴♀️
Commentary on Uber's acquisition of Postmates
Jul 7, 2020
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Patrick
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🚴♀️An Uber Move🚴♀️
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😖A Sour IPO😖
A pricing follow-up to the Lemonade story
Jun 26, 2020
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Patrick
5
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😖A Sour IPO😖
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🍋Lemons for Lemonade🍋
Potential short opportunity
Jun 10, 2020
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Patrick
5
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🍋Lemons for Lemonade🍋
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🍟Food Distribution - A Misunderstood Story🥓
(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
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Patrick
3
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🍟Food Distribution - A Misunderstood Story🥓
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A Balanced View
Musings on companies, markets, and technology from a former investment banker
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