#Market

Anders Mortensen

abach121

$MELI covers the Latin American region, which has a population of around 640 mio people, 362 million internet users, and 200 million online shoppers. Surprisingly only 4.4% of all retail

Lillian Li

lillianmli

1) Let's talk about my reaction to @packyM's Alibaba longform. (Oh yeah, Substack deserves its own reaction genre). While I enjoy Packy work, I think this piece missed local context

Alex Cohen

anothercohen

I meet a lot of founders who either don't charge, wait too long too charge, or don't charge enough for their products, so here's what I usually discuss with them

Mukund Mohan

mukund

Coupang $CPNG, South Korea's eCom marketplace IPO.$12B in Rev, growing at 91% YoY, $500M loss, seeking $50BvaluationComparables. $MELI ~$5B in Rev, $96B Mcap$PDD $9B Rev, $196B Mcap$SE $5B Rev, $141B

Dan Held

danheld

1/ Don’t Fear TetherWhenever Bitcoin has a bull run, naysayers try to cope with missing the boat by rationalizing why it will fail through FUD. Most of these are completely

Tracy Hadden Loh

lohplaces

(1/10) We had a vigorous, challenging, provocative, and wide-ranging conversation about the future of real estate with @RepDanKildee, @SmartGrowthCEO, @majoracarter, and @Scott_SmithAZ today. You can watch the recording here. And

Adam Eisenbud

AdamEisenbud

1/ Wilhelmina $WHLM is a perfect example of a microcap that is being inefficiently valued by the market. It is too small for the public markets and should aggressively expand

Nilesh Christopher

NilChristopher

NEW from me: How Indian is an Indian Phone? Faced with a nationalist backlash, Chinese manufacturer Xiaomi has rebranded itself as local. For @restofworld I dug into Xiaomi's origins &

教策 Jon

kyosaku_jon

Whenever y’all are ready to go in on Mindfulness™, holler.Like, has it occurred to you that Mindfulness™ perfectly plays into the moralizing, guilt-powered control mechanisms of the religious systems it

Faisal Islam

faisalislam

Interesting detail from the Sunday papers interview with the French European minister Beaune “https://www.lejdd.fr/International/clement-beaune-sur-le-brexit-nacceptons-pas-un-accord-a-tout-prix-4010257 “The British tell us that they wo

Sebastian Mack

SebastianMack_

The Eurogroup finally agreed to turn the European Stability Mechanism (ESM) into a backstop to the Single Resolution Fund (SRF). This is an important step forward in completing the European

ChainLinkGod.eth

ChainLinkGod

Been seeing questions asking if $LINK is a security and I want to emphasize why this definitively is not the caseThe Crypto Rating Council, with some of the largest law

Gabrielle Blair

designmom

I saw a tweet where someone described that when they find out someone they know personally supports Trump, they lose all respect for them instantly. I liked it and retweeted

Hunter

rhunterh

Here’s a thread about home ownership as someone who just sold their first primary residence Quick preface: numbers are approx and high-level (pretty much just initial equity, debt service,

The Walrus

thewalrus

Thousands of migrants cross the southern US border every month. Since 2017, a new eye-scanning system has been used to verify their identities. But how regulated are these biometric technologies?

Emma P

EmmaJP9_

So, I started the LKY book, and my first impression is, as expected, that Singapore succeeded by understanding that you can only succeed by actually doing well, and being able

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