Archive - Parth's Newsletter

Market inefficiency, arbitrage and brand strength

Insights from Covid-19

Jul 4, 2020 •

June 2020

Market risk discounting

The less understood late increase in market risk, and what drives it

Jun 27, 2020 •

Aggregator business models

What drives the choice and the evolution of business models aggregators adopt

Jun 13, 2020

August 2019

October 2018

The brand “value chain”

Consumers need for brands and their meaning is evolving. It will change where in the value chain most brand value accrues.

Oct 7, 2018

August 2018

The “bundled” internet

The perfect storm of expensive subscriptions, bad ads, and the need for growth is pushing Google and Apple to break the internet into bundles, changing…

Aug 4, 2018

June 2018

Uber Mobility Cloud

Uber’s strategy has a new home — “mobility data infrastructure for YOUR city”. Blame it on competition and regulation.

Jun 17, 2018

March 2018

Creating efficient markets

Markets for goods & services are constantly evolving and are never efficient. Thinking of market efficiency as a milestone is delusional.

Mar 18, 2018

February 2018

Love for subscriptions

Digitally native vertical brands are betting that subscription led bundling can counter Amazon led unbundling

Feb 25, 2018

November 2017

Marketplaces and trust

Trust is one of the most important aspects of building a liquid marketplace, but trust is hard to quantify.

Nov 19, 2017

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