: 7%
: 5%
: 5%
: 5%
: 4%
: 4%
: 4%
: 4%
+ 31 other co's
1/ Biggest change for me was NOT concentrating my portfolio. My rule after bad ’14 was equal entry 2% bets.
a) Easier to test buy disruptive & pricey co's
b) Losses don’t invade psyche like they do w/ concentration
c) Space to let winners run & losers shrink, easier to cut
Apr 10, 2019 • 10 tweets • 12 min read
Hotel vs OTA, battle of demand aggregation
$MAR lower $EXPE commissions from 12 to 10%
$WH says when it acquires indie brand, % of booking thru OTA decrease by 1/2, from 50% to 25%
$HLT 35% of rooms booked direct from web/app, @skiftbit.ly/2Z38SIT #hotel#OTA#travel
New $MAR $EXPE contract as reported by @skift bit.ly/2D9GueI
$MAR obtained: hotel owners can decide what room rates & when (seasonality) to distribute on expedia
Doesn't mention updated take-rate for EXPE
Has Doordash really overtaken $GRUB & Ubereats, per this @FortuneMagazine piece? "Though DoorDash is top when it comes to consumer $; it trails Uber Eats in total # transactions."
IMO, data seems suspect due to my informal polling. #delivery $uber 1. According to bit.ly/2WjB5ZY@jonathanmaze, $GRUB is still top 2. Restaurant give delivery co too much power. Contrasts $GRUB & $UBER mentions vs no mentions of $SYY Sysco 3. Shouldn't $10B delivery rev be / by 15% take to get correct rev comparisons w/ restaurant
Sep 22, 2018 • 28 tweets • 20 min read
now more brand friendly vs consumer friendly. How does it balance all the various incentives (e.g. used to be most customer friendly place. AMZN still good for long-tail, but I would rather buy branded products on TGT or WMT e-comm) recode.net/2018/9/10/1779…
Great overview of and its innovation in retail: medium.learningbyshipping.com/amazon-4648bdf…
• Logistcs
• PRIME (especially free shipping)
• Basics
• And now Advertising
