Marketplaces Rick Watson Marketplaces Rick Watson

Which Platforms Are Most Threatened by TikTok?

Prepare to dive into TikTok's expansion into eCommerce and its potential impact on tech giants. We assess who's highly threatened, moderately concerned, or relatively secure in the face of TikTok's ambitions. From Google's search dominance to Shopify's stronghold, this article dissects the evolving competitive landscape.

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Marketplaces Rick Watson Marketplaces Rick Watson

Instacart Sets Price for IPO: $9B Midpoint Valuation: Too Low?

In this article, we delve into Instacart's upcoming IPO and compare it to Doordash, analyzing revenue projections and market cap multiples. We explore the factors influencing Instacart's valuation and address concerns such as revenue concentration and increasing competition. Discover the key differences between these tech giants and what the cautious market sentiment means for investors.

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