E-commerce – scuttleblurb

[EVBG] Everbridge

[EVBG – Everbridge] the COVID stock that wasn’t

June 15, 2021

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SAMPLE POSTS [ALGN] Align Technology [SDC] Smile Direct Club

[ALGN – Align Tech, SDC – Smile Direct Club] Brand, scale economies, and vertical integration

June 2, 2021

Below is a transcript of a podcast I recently recorded. It has been lightly edited [...]

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[CHWY] Chewy [ZP1] Zooplus

Chewy and Zooplus

May 25, 2021

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[VEEV] Veeva Systems

[VEEV – Veeva Systems] Beyond CRM

May 12, 2021

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[BOX] Box [DBX] Dropbox

[BOX – Box; DBX – Dropbox] Opportunities and competitive challenges

April 26, 2021

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3

Posted on January 28, 2020January 28, 2020 by scuttleblurb

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[SHOP] Shopify, [WIX] Wix.com

[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology

Posted on January 13, 2020January 14, 2020 by scuttleblurb

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?), Part 2

Posted on June 19, 2018January 5, 2020 by scuttleblurb

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[ZP1] Zooplus

[ZO1 – Zooplus] Competing with Amazon

Posted on May 7, 2018April 5, 2021 by scuttleblurb

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging The Moat (Or Is It A Grave?), Part 1

Posted on October 16, 2017January 26, 2020 by scuttleblurb

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[AMZN] Amazon

[AMZN – Amazon] Explanations Matter

Posted on July 6, 2017July 7, 2019 by scuttleblurb

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[EVBG – Everbridge] the COVID stock that wasn’t

[ALGN – Align Tech, SDC – Smile Direct Club] Brand, scale economies, and vertical integration

Chewy and Zooplus

[VEEV – Veeva Systems] Beyond CRM

[BOX – Box; DBX – Dropbox] Opportunities and competitive challenges

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