Like many online retailers, Zooplus converts incremental profits from its growing scale into growth through investments in price and Google keywords. But cutting prices is a blunt tool as it reduces profits from all existing customers, and spending 80% of your marketing budget on Google eventually hits a limit. There are no volume discounts on […]
Category Archives: [CHWY] Chewy
scuttlebits [WISE] Wise plc
[scuttlebit] Wise is probably going to be fine
What are scuttlebits? “we fundamentally believe whoever has the best infrastructure in this space will [...]
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Continue reading →[IT] Gartner
Is Gartner Doomed?
In simple terms what Gartner does is it furnishes research reports that executives use to [...]
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Continue reading →scuttlebits [SCHW] Charles Schwab
[scuttlebit] Charles Schwab is so back
What are scuttlebits? Nobody talks about Charles Schwab anymore, but just two and a half [...]
Continue reading →scuttlebits
[scuttlebit] thoughts on ASML
What are scuttlebits? I recently read Focus: The ASML Way by Marc Hijink, a book [...]
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Continue reading →[ALGN] Align Technology
[ALGN] Invisalign: Still the Clear Choice?
MBI and I recorded an episode of Never Sell recently (Global Payments, AI and Software, OpenAI and Anthropic [...]
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