We liked The ICE (ticker: ICE) as a potential acquirer of Bloomberg LP. News that The ICE moved to acquire eBay is consistent with ICE founder & CEO Jeff Sprecher's affinity for "exchange" / "marketplace" type businesses. The deal could carry a $30 billion value per the Wall Street Journal. EBAY shares are up 9% … Continue reading eBay for The ICE?
The Industrial CRE sector remains strong as Amazon and other e-commerce players acquire industrial properties to extend delivery capabilities. Amazon (tkr: AMZN), is investing to make one-day delivery standard for Prime members which in turn is driving the need for more local industrial space near high population density areas. "We’re currently working on evolving Prime … Continue reading E-Commerce Continues to Drive Demand for Industrial Space
Stripe - the payments API company that revolutionized ecommerce payments infrastructure - launches “Stripe Capital”, a commercial credit service that will lend to Stripe customers. Stripe Capital will have two key advantages over traditional Financial Institutions (“FIs”). First, Stripe is present at the point of sale, providing it insight into payments flow before the transaction … Continue reading Stripe Capital – The Latest Fintech Disruptor
We recently published an article entitled "The Now Economy and Workplace Implications". Sticking with this theme and on the heels of Walmart's latest salvo in the "Walmart vs. Amazon Food Delivery War", we have published a list of food delivery services. We also share our thoughts as to how this game may play out - … Continue reading Convenience as a Service (“CaaS”)
Amazon's 1st Ring Amazon's Core Services Portfolio drives the company's macro strategy. AMZN's more recent product and service offerings (both organic and acquired offerings) are covered in the "2nd Ring" and "3rd Ring" sections and serve to strengthen the Core portfolio. Amazon.com: Amazon's crown jewel. The world's broadest and deepest ecommerce platform. Amazon Web Services (AWS): … Continue reading The Three Rings of Amazon (AMZN)