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.
And a broken BaaS play
Groceries: the next offline-to-online battle
BNPL's ugly sibling
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…
A monopoly that shouldn't be public
A hot *topic* turned into hot mess
34% CAGR TSR over 6 years, trading at 3xEBITDA
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