Subject
3 entries
Ecommerce
Bookmarks
Thoughts on Sea Limited
Julie Young's investment thesis for Sea Limited (NYSE: SE) as the potential Tencent of Southeast Asia — three integrated businesses (Garena gaming, Shopee e-commerce, SeaMoney fintech) with network effects across a region that mirrors China 5-7 years prior.
Pinduoduo and Vertically Integrated Social Commerce
Turner's analysis of Pinduoduo's vertically integrated social commerce model — how gamified group buying on WeChat, negative working capital, and C2M demand aggregation built China's second-largest e-commerce platform in five years by ignoring premium urban consumers entirely.
ThingConf — Conference for Makers Who Sell Online
ThingConf — a conference for people who make and sell physical things online, announced by Rachel Binx on Kickstarter. At the intersection of maker culture and e-commerce platforms.