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Structure of 3 write-ups on VIC that turned out well (Amazon in 2011, Trade Desk in 2017 and Carvana in 2018).The 2011 AMZN one is probably top 5 in write-ups
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I’m trying to find a simple explanation between several investment concepts I consider important and I can’t find it. The issue is there are so many conflicting factors for success
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JD and Alibaba Thread: How David & Goliath Can Both Win On the surface, it seems like Alibaba is winning the Chinese e-commerce game. Alibaba’s platforms generate more than 3x
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Carvana Case Studyby @scuttleblurb x @AndrewRangeley this was excellent - a thoughtful and balanced thesis, Includes: overview of the problem $CVNA solves, how they delight customers, their competitive advantages, unit
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All revenues are not created equal, by Bill Gurley in 2011 - still quite relevant today.Bill nailed back then, in very simple words, what most investors only realized over the
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Could the best form of real estate be small, dark and have no view?Thread on the parking lot business model: The economics are similar to the SaaS model: large upfront
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Notes on the US District vs Visa judicial filing. This is basically a primer on the role Visa plays in the payments system. Almost everything will be in their words,
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Thread on data centersCloud computing, over the top video consumption (Disney+, HBO max, etc), online gaming and connectivity apps are driving massive global demand for data center capacity.Data centers are
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Case StudyShopify : Arming the RebelsOverview: Shopify’s Solutions for MerchantsMacro trendsCompetitive Advantages (Their Offerings)Shopify’s Elegance and Competition Shopify is a cloud-based commerce platform, providing tools to start,
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