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Coupang: FLC Supply Chain Strategy & Seller Onboarding
Aug 19, 2026
Partner Interview
Coupang Inc•US•Large CapShopeeGrabAmazonNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyIndustrialsFinancialsAug 19, 2026
Coupang: Building a 2P Fulfillment Business in Korea
Jul 31, 2026
Partner Interview
Coupang Inc•US•Large CapShopeeAmazonSeaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 31, 2026
Nubank: FP&A Process, Credit Cohort Modeling & Cost of Risk
Jul 17, 2026
Partner Interview
Nu•BR•Large CapMercadoLibreShopeeFinancialsConsumer DiscretionaryInformation TechnologyJul 17, 2026
MercadoLibre Logistics: Last Mile Cost Structure & Network Economics
Jul 13, 2026
Partner Interview
MercadoLibre•UY•Large CapShopeeConsumer DiscretionaryInformation TechnologyJul 13, 2026
Nubank: NuPay Closed-Loop Payments & Building a Financial Ecosystem
Jun 15, 2026
Partner Interview
Nu•BR•Large CapShopeeMercadoLibreFinancialsInformation TechnologyConsumer DiscretionaryJun 15, 2026
Shopee vs MercadoLibre: Logistics Strategy & Unit Economics in Brazil
Feb 16, 2026
Partner Interview
MercadoLibre•UY•Large CapShopeeAmazonSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesFeb 16, 2026
Allegro: Governance & Category Expansion
Jan 21, 2026
Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesJan 21, 2026
Allegro: Amazon Poland GMV Trajectory & Marketplace Mix
Jan 15, 2026
Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesJan 15, 2026
Amazon: Poland Retail Launch & Allegro
Dec 23, 2025
Dec 23, 2025
Allegro: 1P Operations & Logistics Economics
Dec 9, 2025
Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesDec 9, 2025
Allegro: Chinese Merchants & Temu Competition
Dec 8, 2025
Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesDec 8, 2025
Mercado Libre: FMCG Economics & Competition
Dec 5, 2025
Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesDec 5, 2025
Mercado Libre: Logistics Network Automation & Operating Leverage
Dec 1, 2025
Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesDec 1, 2025
Allegro: Logistics Expansion & Inpost Reliance
Dec 1, 2025
Partner Interview
Allegro•LU•Mid CapInPostShopeeAmazonNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyDec 1, 2025
Mercado Libre: Mexico’s Fulfillment Buildout
Nov 11, 2025
Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesNov 11, 2025
Weekly update
Oracle's Data Moat, Wise, QXO, Sea Limited, Nubank, AENA, Rollins
Jun 24, 2025
ShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanva
Jun 24, 2025
Sea Limited: The Shopee Brazil Playbook
Jun 23, 2025
Partner Interview
SeaShopeeMercadoLibreAmazonTemuMagazine LuizaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesInformation TechnologyJun 23, 2025
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