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Annanth Aravinthan
ProtagorasTO
1/ I spent a few years at Uber Eats watching us sometimes struggle to grow new businesses on top of rides. After a while I noticed a similar pattern at
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1/ People often talk about $FB's network effects but for me what really flies under the radar is their SMB acquisition engine. This is part of a three step playbook
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1/ It's a misconception that superior restaurant supply creates an impenetrable network effect amongst food delivery platforms. Yes - the below flywheel from $DASH's prospectus is real. Restaurant supply increases
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1/ Been following $BABA comments on FinTwit, not an expert but some observations and thoughts:(1) Lots of ppl selling seemed to have bought the stock speculatively; assuming it'll go up
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1/ So I use to run a competitive intel team and spent a god awful amount of time sourcing data. If you aren't familiar with Second Measure they effectively aggregate
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1/ Have you ever wondered what "culture eats strategy for breakfast" actually means?I'm walking, slip on some ice, have a heart attack, and die (I know, morbid).Now the coroner would
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1/ As $ABNB ramps up for it's IPO, one of the questions is how they'll increase their take-rate (hovering ~12%-13% over the past few yrs). Their proposed solution? Ads. Below
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1/ $DASH about to IPO for around $30B. On top of the profitability question, there's another one about the durability of that profitability (moats). Having launched 2 and 3 sided
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1/ $DASH just posted their prospectus and it's a great one. The company went from almost going bankrupt with a down-round in 2016 to taking $GRUB's market share from >80%
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