Molson Hart Profile picture
Jan 27 5 tweets 2 min read
Answering questions publicly is more fun.

1. Not really because 9 times out of 10, a new bolt on company is a new supplier. Most products where you’re getting a benefit from container scale are already there when they sell to thrasio. Combining two factories products is…
inefficient and a headache. Like I said, weak returns to scale. The other problem is timing. You’ve got to have two shipments ready at the same time and they’ve got to fit together.

2. 3pl savings are very minimal because of huge assortment of product (headaches) and inability
to negotiate better pricing with FedEx ans ups because you’re using Amazon.

3. By and large the so called “mom and pop” business owner grinds way harder than the thrasio 9-to-5er and is probably more knowledgeable and smarter. Plus it’s easier for the mom-and-pop to blackhat
4. Sure you get some diversification but at huge cost. Plus if you look at the aggregators many of them have like 20 LLC’s. That’s a diseconomy of scale.
Sorry guys, the people who wear fancy suits who try to be more polished than I am don’t know what they’re talking about.

The aggregators by and large, absent operational heroics, are screwed.

/end

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Molson Hart

Molson Hart Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @Molson_Hart

Jan 25
I read this 800 pager because @elonmusk said it was good.

He was right.

Thread of the most interesting parts:
Read 7 tweets
Jan 23
I’m the founder CEO of an educational e-commerce toy company that did $8.8 million in sales in 2021.

This article is going to tell you what that was like and how things were different in 2021 than in 2020.

Here's a 🧵 of the highlights 👇

1/12

molsonhart.com/blog/being-an-…
Despite our best efforts, Amazon still accounts for 90.8% of our sales.

2/12
The moat that people rely on to protect themselves from competition on Amazon is pretty unreliable.

3/12
Read 12 tweets
Jan 23
Figured it’d make sense for me to lay out my theory on controversial tweets because I feel like it’s 1) misunderstood 2) interesting to people (“why does he do this?”)

1. Sorry to disappoint you but I am not the second coming of @sweatystartup - I don’t know much about that guy
but I know enough to say that I think different. Also, Twitter/social media isn’t how I make money. I don’t tweet to increase my following. When you sell childrens toys to educator in particular, it’s probably not net profitable for me to tweet most of what I write
2. I tweet what I honestly believe. I get some stuff wrong and I sometimes change my mind. One of the great things about Twitter is that if I’m wrong and I tweet it I’m going to find out. I subject my thinking to criticism via Twitter for this reason. I end up long-term right!
Read 6 tweets
Jan 17
Here’s my theory which inspired this question:

In 2022, internet penetration is significantly higher than it was during many of the famous tamed inflationary episodes.

As such, more and more countries, upon hitting bad inflation, instead of taming it via higher

1/x
interest rates, won’t; they’ll get stuck in an Argentine or Venezuelan inflation loop. This will happen because today, unlike before, the internet makes it much easier to hold other currencies such as USD Euro or Crypto.

If this is right, two things happen from here:
1. At some point, it’s going to set off a tsunami of loss of trust in small country currencies resulting in higher and higher inflation. The countries may transact some in local currencies but everyone will hold in usd, euro, or crypto

2. It’s going to set off a perverse demand
Read 5 tweets
Jan 15
If you're getting mrna boosted, ask them to aspirate the needle so you can be assured that they're not accidentally injecting into an artery or vein.

Bad things happen in mice when you inject into arteries/veins.

1/2

academic.oup.com/cid/advance-ar…
I wouldn't be surprised if the reason why boys are are having heart issues is simply caused by accidental intravenous injection.

Boys have bigger muscles and bigger muscles need more blood flow right?

Vaccine ends up creating tons of spikes in the heart

2/2
Bonus tweet: explanation of this image

1st pic is control (saline solution or whatever) injected into vein of rat.
2nd pic is mrna vaccine injected into vein of rat.
3rd pic is mrna vaccine injected into the muscle.
Read 4 tweets
Jan 8
Series of tweets which explains what Baumol’s Cost Disease is and then applies it to countries instead of people, and then finally makes predictions about which developing countries will make it and why.

Here we go:
“Baumol's cost disease (or the Baumol effect) is the rise of salaries in jobs that have experienced no or low increase of labor productivity, in response to rising salaries in other jobs that have experienced higher labor productivity growth.” en.wikipedia.org/wiki/Baumol%27…
Examples:

Goldman Sachs must raise their starting wage for college grads because if they don’t, they will work at higher salaries for Facebook.

US manufacturers must raise their wages to compete with Amazon’s logistics and warehousing wages to get labor.
Read 23 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(