Companies & Capital
Business models, sectors, earnings, management, valuation, capital allocation, and companies as evidence of larger systems.
216 articles
Aterian's e-Commerce Play
The Mohawk Group sits at the crossroads of big data, e-commerce and consumer goods. It relies on data to decide what to develop and sell next
30 Jun 2021
Russian eCommerce With Ozon
Ozon is one of the first eCommerce players in Russia, currently offering over 9m products across 24 product categories
30 Jun 2021
Adyen And The Virtual Economy Boom
Adyen was founded in 2006, allowing for unified commerce (across all selling channels) and provide critical shopper insights to merchants.
30 Jun 2021
Fiverr And The Freelancing World
Fiverr was founded in 2010, solving the issue of simplicity and standardisation that plagued the world of freelancing
30 Jun 2021
PayPal, Can It Compete?
PayPal was founded in 1998 and today boasts 361m active customer accounts, a 22% year-over-year increase.
30 Jun 2021
Jumia, A Smart Play In African e-Commerce?
Jumia, founded in 2012, is banking on the e-commerce market that is set to rise by 15.5% a year between 2020 and 2025.
30 Jun 2021
Futu, The Chinese FinTech Leader
Futu Holdings was founded in 2011 and provides online brokerage services in Hong Kong and Mainland China.
30 Jun 2021
Global Payments, An Overlooked FinTech Champion
Global Payments, Inc. is a U.S.-based financial technology company founded in 2000 as a National Data Corporation spin-off. It provides payments processing services to merchants, enabling them to accept credit and debit cards.
30 Jun 2021
Uber Technologies, The Deliver-Everything Giant
Uber seeks to dominate its home markets and own share of each location’s leader in markets it cannot win into, offering easy and cheap mobility
30 Jun 2021
PayPal's Leadership
PayPal is too big to be ignored in the financial technology space. Generating $ 6.1B in sales and growing at 33% year-on-year. Furthermore, the company is quickly entering new markets in order to stay relevant.
30 Jun 2021
Twitter's Growth Opportunity
Twitter is deploying an aggressive sales and profitability push in order to monetize its loyal user base.
30 Jun 2021
China's Tech Play
China’s technology stocks have been pressured by political hurdles as the governing party tries to reign in the power of its own tech giants. As a result, companies such as Alibaba, Baidu and Tencent are trading at historically low multiples and at lower levels than before the pandemic struck.
30 Jun 2021
Not So Enthusiast About Enthusiast Gaming
We are selling our position in Enthusiast Gaming Holdings Inc (EGLX). The company reported sales of CAD$ 30.0m, generating a gross profit of CAD$ 5.9m. Operating expenses reached CAD$ 18.7m and translated into a net loss of CAD$ 13.5m.
30 Jun 2021
CDON: Risky Management Changes
Kristoffer has been Chief Operating Officer and member of the CDON Executive Team since June 2017 and was appointed to the role of Chief Executive Officer in September 2018.
30 Jun 2021
Coinbase, A Falling Knife Or The AWS Of Crypto?
With its Bison Trail acquisition, the company is transforming itself into the AWS of crypto-currencies. But can it win against Binance?
18 Jun 2021
Lemonade, "Re-inventing" Insurance?
Artificial Intelligence Or Artificial UX? Lemonade has grown into a full-stack insurance carrier, built to provide the most delightful and most transparent insurance experience. But is this just an illusion?
12 Jun 2021