DiscoverExponentEpisode 164 — Valuing Value Chains
Episode 164 — Valuing Value Chains

Episode 164 — Valuing Value Chains

Update: 2019-03-013
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Description

Ben and James discuss Amazon, Walmart, and groceries, Google Cloud versus AWS, and why understanding value chains helps evaluate business opportunities.


Links



  • Ben Thompson: The Value Chain Constraint — Stratechery

  • Ben Thompson: Walmart’s Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles — Stratechery Daily Update

  • Ben Thompson: Amazon the Black Swan — Stratechery

  • Ben Thompson: Amazon’s New Customer — Stratechery

  • Ben Thompson: Walmart and the Multichannel Trap — Stratechery

  • Ben Thompson: Google Cloud Changes CEOs, Layers of Surprise (or Not), The VMWare Analogy — Stratechery

  • Ben Thompson: The Amazon Tax — Stratechery

  • Ben Thompson: Venture Capital and the Internet’s Impact — Stratechery

  • Facebook Mulled Multi-billion-dollar Acquisition of Gaming Giant Unity, Book Claims — Stratechery


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Episode 164 — Valuing Value Chains

Episode 164 — Valuing Value Chains

ben thompson