Iceberg’s Newsletter
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And a broken BaaS play
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Apr 1CommentShare
Groceries: the next offline-to-online battle
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Mar 1CommentShare
BNPL's ugly sibling
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Jan 27CommentShare
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…
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Dec 31, 2020Comment 3Share
A monopoly that shouldn't be public
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Dec 29, 2020CommentShare
A hot *topic* turned into hot mess
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Dec 1, 2020Comment 9Share
34% CAGR TSR over 6 years, trading at 3xEBITDA
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Nov 5, 2020CommentShare
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Iceberg’s Newsletter


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