The Diff

Share this post
Who Amazon Grows With
www.thediff.co

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

Byrne Hobart
Apr 29, 2021
3
4
Share this post
Who Amazon Grows With
www.thediff.co

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…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2022 Byrne Hobart
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing