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0.3%. This is the reason why we spent the bulk of our thesis focused on underwriting the retail side of the business, while acknowledging that the growth in their institutional and services businesses are strong optionalities, and are bonuses to the thesis.
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Marketplace Businesses + Shopee (Sea Ltd) - Hayden Capital
www.haydencapital.comFashion is a category where shopping is a form of entertainment, and has the highest order frequencies. ... buyer data, etc). • The sellers on the platform are inhabitants, interacting with each other and to maximize their own well-being, while staying within these rules.
Flywheel Models + iQiyi (NASDAQ: IQ) - …
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