Released November 17th, 2021
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Ali Hamed - Amazon Aggregators: Buying Third-Party Sellers
Ali Hamed is a partner of CoVenture. We cover the three superpowers Amazon sellers have, why there’s only $8bn in funding for a market doing $50bn in EBITDA, and how Amazon Aggregators are structured and operate.
Business Building
Frameworks
Professional Investors
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Amazon Aggregators: Breakdowns Research
Read our report on the marketplace for Amazon's third party sellers and the businesses acquiring these digital storefronts.
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Ali Hamed - Creative Investing
Ali Hamed is a managing partner and co-founder of CoVenture. We cover credit, earning returns better than the market, and identifying and creating unique opportunities in new areas where others have not.
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Carlos Cashman - Lessons from the Amazon Ecosystem
Carlos Cashman is the co-founder and co-CEO of Thrasio an acquirer of third-party Amazon sellers. We cover the third-party Amazon seller ecosystem, the future of e-commerce, and lessons that he's learned building Thrasio into a $1B company.
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Alex Danco - Shopify: The E-commerce On-Ramp
Alex Danco works on the Money team at Shopify. We cover the revenue model of Shopify's different business units by using Apple as a guide, how it monetizes different derivatives of merchant success, and Shopify's philosophy, culture, and role in global commerce.
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Thrasio Co-CEO Josh Silberstein on mastering the Amazon marketplace
A deep dive on the Amazon Marketplace ecosystem, and multi-front competition with traditional retailers, Google, and Facebook.
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The Perch Story
Perch founder Chris Pell discusses supply chain optimization, building an omnichannel brand, and positioning versus big CPG companies.
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The Amazon Third Party Seller Ecosystem Might be the Most Important Thing Since the iOS App Store
Ali Hamed breaks down an investment framework for analyzing Amazon third-party sellers.
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Jeff Bezos' 2015 Letter to Shareholders
Bezos’ reflections on company culture, failure & experimentation, decision making, and Amazon’s growth.
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Prime and Punishment: Dirty Dealing in the $175 Billion Amazon Marketplace
A thorough investigation of dirty tactics, including fraud, hijacking, and defacement on the Amazon Marketplace.
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Dollar Shave Club and the Disruption of Everything
Ben Thompson describes how Dollar Shave Club, a CPG e-commerce company, disrupts the incumbent CPG Procter & Gamble.
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Amazon Unbound
Brad Stone's sequel on Amazon tells engaging stories behind building Alexa, AWS, Prime Video, and Marketplace.