A Balanced View
Subscribe
Sign in
Home
Archive
About
🧶They See me Rollin’🧶
A dissertation on the Amazon roll-up strategy
Aug 26, 2020
•
Patrick
10
7
July 2020
⏰A Ticking Conundrum⏰
An analysis on the TikTok situation, and recommendations for ByteDance's response
Jul 19, 2020
•
Patrick
12
🚴♀️An Uber Move🚴♀️
Commentary on Uber's acquisition of Postmates
Jul 7, 2020
•
Patrick
11
June 2020
😖A Sour IPO😖
A pricing follow-up to the Lemonade story
Jun 26, 2020
•
Patrick
5
🍋Lemons for Lemonade🍋
Potential short opportunity
Jun 10, 2020
•
Patrick
5
May 2020
🍟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
•
Patrick
3
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
