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Created On
9 Nov 2021 18:18:37 UTC
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Business Model Innovation Needed! - Rent The Runway IPO
Rent The Runway, a linear fashion rental startup, went public on October 27th hitting a valuation of over $1.7 billion as it sold shares at the top of its $18 and $21 range. Alex discusses the stock surging above $23 per share before falling and ending the day down 8%. He explains why he thinks $RENT has missed the growth opportunity in secondhand clothing marketplaces and is overdue to innovate on its rental focused business model.
00:00 - Subscribe and Fight Big Tech
00:21 - $RENT is Down!
01:02 - Pandemic Woes
01:29 - Losing Millions
01:46 - Model Problem
02:39 - Where's The Platform?
03:11 - Competitors
04:28 - Need Business Model Innovation
04:52 - Getting Beat By Better Models
06:27 - Why I'm NOT Buying!
This is an excerpt from episode 181 of Winner Take All. Watch the full episode here: https://youtu.be/fhvgaiT7Loo
Originally Aired: 11/02/21
#RENT #StockMarket #2021IPO
—
? 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=Cyj21zXd3aA
00:00 - Subscribe and Fight Big Tech
00:21 - $RENT is Down!
01:02 - Pandemic Woes
01:29 - Losing Millions
01:46 - Model Problem
02:39 - Where's The Platform?
03:11 - Competitors
04:28 - Need Business Model Innovation
04:52 - Getting Beat By Better Models
06:27 - Why I'm NOT Buying!
This is an excerpt from episode 181 of Winner Take All. Watch the full episode here: https://youtu.be/fhvgaiT7Loo
Originally Aired: 11/02/21
#RENT #StockMarket #2021IPO
—
? 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=Cyj21zXd3aA
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Content Type
Unspecified
video/mp4
Language
English
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