Who Amazon Grows With

Plus! Transparency Two-Step; Red Flags; Liquidity and Comps; Big Tech Sees Like a State: Vaccination Edition; ARPA and Better Research Models

In this issue:

  • Who Amazon Grows With

  • Transparency Two-Step

  • Red Flags

  • Liquidity and Comps

  • Big Tech Sees Like a State: Vaccination Edition

  • ARPA and Better Research Models

Who Amazon Grows With

The franchisor business model is popular with investors because it's a way to extract stable, growing earnings from an unstable base. Hotels, restaurants, and other busines…

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