Value Investing Charles de Vaulx, IVA's noted value investor, found dead at New York offices |
| Charles de Vaulx, IVA's noted value investor, found dead at New York offices Posted: 28 Apr 2021 06:50 AM PDT |
| Posted: 28 Apr 2021 03:29 PM PDT Enjoy (founded by Ron Johnson who helped setup Apple's retail business) is going public in a merger with Marquee Raine Acquisition Corp. ($MRAC). Very intrigued by their concept of the mobile store. They essentially have relationships with vendors like T/AAPL etc. and when a customer orders a product on the partner site, Enjoy delivers it to their home. But instead of just being a delivery service they provide the complete setup and support needed and can also sell select accessories. I can see how this can be very attractive for less-tech savvy people who struggle with all the gadgets and making them work together. Even otherwise, this may be a good service, depending on cost to customer, if they can provide convenience and save people from standing in line at at a T-Mobile or Verizon store. I'm guessing Geek Squad does something similar but not sure about it. Competitive advantage here will come from being a first mover and having superb customer experience both of which they seem to be delivering on (see chart below). Very interested to hear if anyone has had personal experience with Enjoy. I'll be following this closely as I think this is a very interesting relatively early stage concept. https://www.enjoy.com/investors Update: I checked their Glassdoor rating which is nowhere as hot as they claim their NPS to be. One of the employee comments really stood out - Looks good on paper. In reality it's a hot mess [link] [comments]  |
| You are subscribed to email updates from Security & Investment Analysis. To stop receiving these emails, you may unsubscribe now. | Email delivery powered by Google |
| Google, 1600 Amphitheatre Parkway, Mountain View, CA 94043, United States | |
No comments:
Post a Comment