#Commerce

FLinvestor

FLinvestor_

The more $FTCH research I do, the more I believe $JWN business (especially E-comm) is very mispriced. E-comm has grown, as a % of net sales, at 10.5% pa from

Michele Neylon

mneylon

No @LeaveEUOfficial the Irish government didn't knock you offline and neither did @nealerichmond - the reason is probably way simpler:https://mj.ie/38Lp5ct There seems to be quite a bit of confusion in

Erick Erickson

EWErickson

Events change things. I’m not too worried about the current state of affairs in large part because I think it is part of a realignment of political forces sorting itself

SouthernValue

SouthernValue95

$FB will generate ~$158 this year per US sub, nearly identical to $NFLX, but with over twice the gross margin, and 4x the users. FB has grown US ARPU ~30%

Mukund Mohan

mukund

1. A quick thread on $MWK: There are enough threads with the bull case, but I wanted to give you the risks, given I researched the $AMZN marketplace seller market.

Polly Shields

PollyShields01

White-washing: a thread. I found this 1991 book in our school library. I love London, and I’m into history, so I brought it home. /1 Quite apart from its unsuitability

(((Road Bear Life)))

bearshrugged

1/@MollyRatty retweeted an article by @JonahDispatch expressing white hot anger at the lawsuits filed regarding the election by Texas et al. Putting aside the merits of the suit and the

Matt Stoller

matthewstoller

I'm increasingly furious at the complete disinterest in governing by supposed political analysts.https://twitter.com/Nate_Cohn/status/1327623039996006401 Governing matters. Democrats victories in 2006 and 2008 were about the war in Iraq

Daniel Zhao

DanielBZhao

#Retail spending fell 1.1% in November, worse than expected & 2nd straight month of declines.-1.1% MoM is not enough to pull spending below pre-crisis levels (still +3.6%), but signals that

Rosie 🌟

RosyRoad

This is my ninth day on this side of Twitter. I'm thankful for each and every one of my followers, most of whom I had the pleasure to connect with

::)

JoeHayns

Quick thread about the protests against mass redundancies in the arts (in London). Tl;dr – over 1000 workers in the arts (and indeed, along a small stretch of the Thames)

Jerry Z

RealJerryZ

$BTWN - Tokopedia Invested by Google, Alibaba, SoftBank. SPAC lead by Peter Thiel (founder of $PLTR, $PYPL) and Richard Li (son of Ka-shing Li) Indonesia has the biggest

The Young Hustler

AYoungHustler

What is “dropshipping”?Can you actually make with it? It’s when you purchase the item from a third party and have it shipped directly to the customer. As a result,

The People's Fabric

peoplesfabric

As we work on the thread about the Joe Angelastri, Jim Gardiner, SSA scam, here is a thread about the basics: what is an SSA, what is a Service Provider,

Secret Capital

SecretCapital_

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

nick kokonas

nickkokonas

I sent an annual update to Tock employees last week and want to share a small part of the email in light of $15 min wage / no tipping debate.I

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