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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. compound‏ @compound100x 19 Oct 2019
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      Does anyone have a collection of bear amazon thesis across the last decade? Will be fascinating to see what the bear logic got wrong. Hindsight easy to see bull case but it was prob not hard to be a bear 10 years ago for example

      4 replies 1 retweet 8 likes
      Molson Hart‏ @Molson_Hart 19 Oct 2019
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      Replying to @compound100x

      There non-marketplace retail model is shit. That's basically all you need to know.

      7:48 AM - 19 Oct 2019
      1 reply 0 retweets 0 likes
        1. Molson Hart‏ @Molson_Hart 19 Oct 2019
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          Replying to @Molson_Hart @compound100x

          I shouldn't say shit (it generates free cash flow ahead of supplier payments) however it sucks in comparison to the 3p model

          0 replies 0 retweets 1 like
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