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Due to personal reasons I have frozen the paid iceberg substack. If you were invoiced for longer (next month or the whole year). Please send me an email (icebergdevalor@gmail.com) so I can pay you back. Sorry for the inconvenience.
Iceberg de Valor
May 5, 2021
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Substack update
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The SPAC divide
And a broken BaaS play
Iceberg de Valor
Apr 1, 2021
5
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The SPAC divide
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Food fight
Groceries: the next offline-to-online battle
Iceberg de Valor
Mar 1, 2021
4
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Food fight
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Lease To Own
BNPL's ugly sibling
Iceberg de Valor
Jan 27, 2021
6
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Lease To Own
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Closing 2020
2020 has been special. Beyond the obvious social issues, it has been my best year performance-wise at around +98%.The real return has been +98% for the…
Iceberg de Valor
Dec 31, 2020
5
3
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Closing 2020
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A stub in a payment processor
A monopoly that shouldn't be public
Iceberg de Valor
Dec 29, 2020
7
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A stub in a payment processor
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The Topicus update
A hot *topic* turned into hot mess
Iceberg de Valor
Dec 1, 2020
7
9
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The Topicus update
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An unsexy hydra
34% CAGR TSR over 6 years, trading at 3xEBITDA
Iceberg de Valor
Nov 5, 2020
4
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An unsexy hydra
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By Iceberg de Valor
· Launched 3 years ago
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