Iceberg’s Newsletter | Substack

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

New Top Community

And a broken BaaS play

Iceberg de Valor

Apr 1, 2021

Groceries: the next offline-to-online battle

Iceberg de Valor

Mar 1, 2021

BNPL's ugly sibling

Iceberg de Valor

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…

Iceberg de Valor

Dec 31, 2020

A monopoly that shouldn't be public

Iceberg de Valor

Dec 29, 2020

A hot *topic* turned into hot mess

Iceberg de Valor

Dec 1, 2020

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

Iceberg de Valor

Nov 5, 2020

Iceberg’s Newsletter

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