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š§¶They See me Rollināš§¶
A dissertation on the Amazon roll-up strategy
Aug 26, 2020
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Patrick
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š§¶They See me Rollināš§¶
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July 2020
ā°A Ticking Conundrumā°
An analysis on the TikTok situation, and recommendations for ByteDance's response
Jul 19, 2020
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Patrick
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ā°A Ticking Conundrumā°
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š“āāļøAn Uber Moveš“āāļø
Commentary on Uber's acquisition of Postmates
Jul 7, 2020
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Patrick
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š“āāļøAn Uber Moveš“āāļø
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June 2020
šA Sour IPOš
A pricing follow-up to the Lemonade story
Jun 26, 2020
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Patrick
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šA Sour IPOš
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šLemons for Lemonadeš
Potential short opportunity
Jun 10, 2020
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Patrick
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šLemons for Lemonadeš
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May 2020
šFood Distribution - A Misunderstood Storyš„
(May 22, 2020) - Foodservice is an integral part of a $300B value chain, supplying restaurants, hospitality and retail industries with food & materialsā¦
May 26, 2020
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Patrick
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šFood Distribution - A Misunderstood Storyš„
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