And Now You Can Be The House| playingfordoubles.substack.com
Advertising For the Rest of the Internet: Could the Trade Desk 10X in 10 Years?| playingfordoubles.substack.com
The Trade Desk is the largest independent DSP. Network Effects and Economies of Scale are reducing competition, and improving ROI. TTD is becoming a better business as it grows, while its competitors are getting weaker.| playingfordoubles.substack.com
If you are finding my writing useful, please share this newsletter with one person who may also find it helpful.| playingfordoubles.substack.com
Baozun, Etsy, MongoDB, Trade Desk| playingfordoubles.substack.com
Crypto is a Bitcoin Story| playingfordoubles.substack.com
A deeper look at the best and worst performers in Coffee Can 1| playingfordoubles.substack.com
A Simple (But Not Easy) Investment Algorithm| playingfordoubles.substack.com
Stage 3: The Leaders - Companies that have the best shot at becoming the greatest companies of our time.| playingfordoubles.substack.com
Stage 2: The Contenders - Companies defending their turf to prove their legitimacy to the world.| playingfordoubles.substack.com
Stage 1: The Disruptors - Companies approaching their end markets in new innovative ways.| playingfordoubles.substack.com
Is Nextdoor worth the risk?| playingfordoubles.substack.com
