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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. Molson Hart‏ @Molson_Hart Apr 9
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      I am very very very skeptical about this in a whole host of ways.https://news.crunchbase.com/news/meet-thrasio-a-profitable-startup-that-just-raised-110m-at-a-780m-valuation/ …

      1 reply 0 retweets 1 like
    2. Michael Girdley‏ @mgirdley Apr 9
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      Replying to @Molson_Hart

      Can you explain more?

      1 reply 0 retweets 0 likes
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    4. Molson Hart‏ @Molson_Hart Apr 9
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      Replying to @Golfer2219 @mgirdley

      Sure. 1. First of all, just because they raised a lot of money doesn't mean they raised it at favorable terms. See Airbnb for example. 2. This is a red flag. When you have investors OUTSIDE YOUR INDUSTRY, it means you can't find them inside. Theranos is an example.pic.twitter.com/z3EqhOI4Ah

      1 reply 0 retweets 3 likes
    5. Molson Hart‏ @Molson_Hart Apr 9
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      Replying to @Molson_Hart @mgirdley

      3. Here's the meat of it: there are extremely weak returns to scale on combining these businesses. You cannot take disparate product groups and just roll them up. You get very very very little benefit from doing that on Amazon. You have one warehouse, one marketplace manager?

      1 reply 0 retweets 2 likes
    6. Molson Hart‏ @Molson_Hart Apr 9
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      Replying to @Molson_Hart @mgirdley

      That's not enough returns to scale. Further, look at what they're buying: 1) https://www.amazon.com/s?me=A2JSS8JZT2LG97&marketplaceID=ATVPDKIKX0DER … 2) https://www.amazon.co.uk/stores/node/19887595031?_encoding=UTF8&field-lbr_brands_browse-bin=Beast%20Gear&ref_=bl_dp_s_web_19887595031 … (Why are they even in the UK? Good luck thrasio). This is garbage. What is the barrier to entry on this stuff?

      1 reply 0 retweets 0 likes
    7. Molson Hart‏ @Molson_Hart Apr 9
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      Replying to @Molson_Hart @mgirdley

      After rolling up all these "brands" they will be a big clunky company. They will get eviscerated by 1) Chinese moving up value chain and going direct 2) nimble owner-operators. They're basically betwen a rock (amazon) and a hardplace (wave of vicious Chinese competition).

      1 reply 0 retweets 2 likes
      Molson Hart‏ @Molson_Hart Apr 9
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      Replying to @Molson_Hart @mgirdley

      This company makes it out alive only if they get extremely lucky, have AMAZING acquisition skills (like Buffett-esque), or find a greater fool (to buy them up). I just don't see this making any sense at all.

      3:33 PM - 9 Apr 2020
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