When PayPal spun-off from eBay in the summer of 2015, it wasn’t obvious that it would become a $350B mega-cap in six short years. At the time, Rebecca…
Happy New Year and welcome back. It’s been some time. I listened to fellow Substacker, Thomas J Bevan, on Jim O’Shaughnessy’s Inifinite Loops podcast…
$TTD $PYPL $COIN $U
$FB $SNAP $TWLO $TDOC $V $SHOP $AMZN
$SBUX $SPOT $JD $STNE $DIS $PINS $TWTR $TCEHY $BABA $NTDOY
$CSU.TO $TOI.V $AMZN $FB $SHOP $SQ $ADYEY $MELI $TWLO $COIN $ROKU $TTD $ETSY $PTON
$COIN $OKTA $PTON $TWLO $ROKU $AMZN $SPY $ETH
$AMZN $NFLX $COIN $TWLO $CMG $SBUX $WING
Let's talk used cars! $KMX $CVNA $VRM $AN
$STNE $OKTA $VEEV $SPOT $MTCH $AMZN $ROKU
No Memo this week! Instead, I’m excited to present my first Deep Dive of the summer. My last one, published in May, was on Dutch payments company…
$ARKK $FB $PTON $SE $AMZN $ADYEN $ADYEY $TWLO