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Scot Wingo (Yes only one T -long story)
scotwingo
Cowen is out with a great report on Amazon's ad business that's worthy of thread (This was based on a survey of ~50 large ad agencies - @retailgeek would appropriately
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Cowen is out this am with a great 2021 preview on Amazon (Title: Best Ideas for 2021: Amazon to Deliver Strong rev + big margin expansion in 21). Too in-depth
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1. E-commerce/marketplace/DTC peeps, strongly recommend watching the Wish IPO roadshow. It's live on http://www.retailroadshow.com . If you don't have time, here's some highlights. Time for a thread! 2. Their positioning:*
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