Are There Any Platform Dynamics Happening w/ PetSmart & Chewy? ? | Winner Take All
Many analysts were puzzled when BC Partners, owners of PetSmart, acquired leading eCommerce Pet Store Chewy. Alex and Nick analyze the two companies and look at how they've both been doing well despite a lack of synergies and any platform dynamics.
This is an excerpt from episode 30 of Winner Take All. Watch the full episode here: https://youtu.be/VwSILOoCKr4
Netflix has been telling employees to cut back on spending amid the company's declining stock price and weak subscriber numbers. As the streaming wars have heated up and a plethora of competitors have jostled for positioning in a crowded landscape, one thing has become clear: Netflix's linear streaming model can not demand the platform multiples it has historically seen. While still very valuable, I think Netflix will continue to struggle to meet expectations of it being a "high flying tech stock".
#Netflix #nflx #streamingwars
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❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
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https://www.youtube.com/watch?v=nSNFQaW1S74
Microsoft and the NBA have signed a multi-year deal to utilize Azure and Microsoft’s Surface products. Alex looks at the deal and discusses what he thinks is the best opportunity to create a platform around premiere live sports content.
Microsoft signs multiyear deal with the NBA for Azure and Surface: https://www.theverge.com/2020/4/16/21223932/microsoft-nba-partnership-deal-azure-surface-details
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
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https://www.youtube.com/watch?v=nlxhXt-PFbY
London based luxury fashion marketplace Farfetch has announced they will investing $200 million into Neiman Marcus. The deal, which includes collaborations with both Neiman Marcus and Bergdorf Goodman brands, will focus around Farfetch's new SaaS offering FARFETCH Platform Solutions.
I see this as an interesting milestone and full circle moment in the fashion industry where we are now seeing the platforms and marketplaces investing into incumbent legacy players who have been laggards in digitizing their businesses.
#Fashion #Farfetch #LuxuryIndustry
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=jUO-GH-4-Z4
The house Judiciary committee published a scathing analysis of big tech last year. Now, as a result, they have introduced 5 separate bills to combat big tech's monopolistic hold. Will it work?
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https://www.youtube.com/watch?v=PkITzPm7rxU
The show starts off with an interview of Harsh Khurana, the CEO of Cultivate, a browser extension and shopping app with a mission to help businesses that are manufacturing goods locally. Next, a look at Leaflink's expansion of its logistics offerings and a highlighting of the macro trend in which B2B marketplaces broaden via key value added services around logistics and/or financing. Also covered, Macy's partnering with Mirakl to open a digital marketplace, and a look at the various approaches B2B players are taking to offering eCommerce tools to customers.
00:00 - Subscribe and Fight Big Tech
00:20 - Interview w/ Cultivate CEO Harsh Khurana
14:08 - A Big Cannabis B2B Op
20:52 - Macy's Marketplace Finally?
26:35 - B2B eCommerce Offerings
Originally Aired: 11/23/21
#B2B #Logistics #B2BPodcast
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=Gh2jb4MHpSA
Alex starts the show with a quick look at Poshmark, a fashion marketplace whose stock has sharply fallen since touching the $100+ mark on IPO day. After breaking down if $POSH is more fairly valued in the ~$40 range, a quick ranking of the tech giants in FAMGA (Facebook, Amazon, Microsoft, Google, and Apple) is given before diving into the current regulatory environment for tech. Also covered, what regulatory capture is, the Chinese government restricting government workers from driving Tesla vehicles, and Palantir CEO Alex Karp's commentary on U.S. tech companies lack of willingness to work with the U.S. government. The show closes with a short breakdown of how take rates work in platform businesses.
Originally Aired: 03/26/21
#RegulatoryCapture #PalantirCEO #FAANG
—
? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=vhATzxj6owA
Over 70% of Amazon sellers are using FBA services and Walmart has taken notice! Walmart recemtly reported that its own marketplace seller fulfillment services have grown 500%. Is Fulfillment the next key value add service for marketplaces?
#shorts #marketplace #amazonfba
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? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
? Listen to an audio version of the WTA Podcast here: https://anchor.fm/winnertakeall
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=FL96Nwd09Lg
Alex and Nick open the episode discussing Facebook's acquisition of video commerce platform Packagd. They also discuss Snapchat's new Bitmoji TV, the Navy banning TikTok, and Amazon commercial. The show closes with a discussion on whether or not Alibaba should change their name before entering the US B2B market.
Facebook Buys Video Shopping Startup For Marketplace: https://www.pymnts.com/facebook/2019/facebook-buys-video-shopping-startup-for-marketplace/
US Navy bans TikTok over security worries: https://www.cnet.com/news/us-navy-bans-tiktok-over-security-worries-says-report/
Snapchat will launch Bitmoji TV, a personalized cartoon show: https://techcrunch.com/2019/12/28/bitmoji-tv-snapchat/
Amazon tests the market for private-label B2B products: https://www.digitalcommerce360.com/2019/08/09/amazon-tests-the-market-for-private-label-b2b-products/
Alibaba.com On Why US Is The ‘Testing Ground’ For Global B2B eCommerce: https://www.pymnts.com/news/b2b-payments/2020/alibaba-us-testing-ground-global-b2b-ecommerce/
—
? Grab a copy of the Amazon Best Seller Modern Monopolies: https://amzn.com/B017RC8CBC
❓ Are you part of a large enterprise interested in spinning out a platform business? Connect with us here: https://resources.applicoinc.com/wta-contact/
At Applico, we identify untapped, intrinsic assets that give existing enterprises an enormous advantage to spin-out new tech companies. WisdomTree licensed Applico's Platform Insights Data Product to aid in the creation of the PLAT ETF.
...
https://www.youtube.com/watch?v=xTCqwPjALWo
GitLab has announced a $268 million Series E at a $2.75 billion valuation. Alex and Nick discuss GitLab's platform dynamics and compare them to competitor, GitHub, who have a much larger community of users.
This is an excerpt from episode 24 of Winner Take All. Watch the full episode here: https://youtu.be/b0KrzpoGT6o
GitLab hauls in $268M Series E on 2.75B valuation: https://techcrunch.com/2019/09/17/gitlab-hauls-in-268m-series-e-on-2-768b-valuation/
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https://www.youtube.com/watch?v=TYDaz4jVW7k