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…