Dec 7, 2019 by Andrew TsengHow Carvana Is Gaining Ground in the Used Car MarketCarvana's differentiated car shopping experience could unlock plenty of growth.
Dec 3, 2019 by Andrew TsengHow Chewy Built Upon Amazon's Customer Service PlaybookChewy replicated Amazon's customer obsession, applied it to the pet category, and made it personal.
Dec 2, 2019 by Andrew TsengWhy Netflix Is Offering Cheaper Mobile-Only Plans in Some MarketsCustomers in certain international markets are getting a deal on a scaled-down service. That's good for shareholders.
Nov 26, 2019 by Andrew TsengWhy Zillow Wants to Pay More for HomesHaving a cost advantage is key to making higher offers.
Nov 21, 2019 by Andrew TsengWhy Trupanion Has a Huge Growth RunwayPet insurance is rapidly growing, but is still in its infancy in North America.
Nov 18, 2019 by Andrew TsengWhy Netflix's Operating Margins Have Big UpsideFixed-cost content deals and scale are the keys.
Nov 11, 2019 by Andrew TsengSpotify's Gross Margin Has More Upside Than You ThinkThere is much more to Spotify’s margin potential than just music.
Nov 5, 2019 by Andrew TsengZillow Group Earnings: 3 Questions for CEO Rich BartonZillow Offers is just one of the things worth watching.
Nov 4, 2019 by Andrew TsengTripAdvisor Earnings: 3 Questions for CEO Steve KauferInvestors will be looking at these angles when the company reports.
