Iceberg’s Newsletter | Substack

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New Top Community

And a broken BaaS play

Apr 1, 2021

Groceries: the next offline-to-online battle

Mar 1, 2021

BNPL's ugly sibling

Jan 27, 2021

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…

Dec 31, 2020

A monopoly that shouldn't be public

Dec 29, 2020

A hot *topic* turned into hot mess

Dec 1, 2020

34% CAGR TSR over 6 years, trading at 3xEBITDA

Nov 5, 2020

Iceberg’s Newsletter

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