Winner Take All
A Podcast by Applico
Why Marketplace is King in Luxury Fashion 👕💎 – Farfetch Yoox Net-A Porter (YNAP) Deal
In this video I dig into Farfetch’s deal to acquire Swiss luxury group Richemont’s 47.5% stake in Yoox Net-a-Porter. Farfetch will have options to acquire the remainder of YNAP. Of note as well is Neiman Marcus Group taking a minority…
JOOR CEO Kristin Savilia Interview | Innovation in FashionTech, B2B Payments, and Wholesale
I connected with Kristin Savilia to talk about JOOR, a platform that connects brands and retailers globally to deliver seamless digital wholesale management from connection to payment. Applico ranked JOOR #2 in our 2022 Top 50 B2B Marketplaces ranking. 00:00…
Tencent Divesting $15B – Why is the Chinese Tech Giant Selling Off Assets?
Tencent, a tech conglomerate based in China, is divesting $14.5 billion worth of assets in a move to appease Chinese monopoly regulators and better position the company in the event of an economic downturn. While Tencent claims these divestments are…
GameStop’s NFT Marketplace Fails Before Even Starting
GameStop has launched an NFT marketplace that no one asked for with NFTs nobody has ever heard of. I take a look at the site and explain why I think GameStop is the wrong company to launch an NFT marketplace….
Applico’s 2022 B2B Marketplaces Top 50 Ranking is Here!
We at Applico couldn’t be more proud to share our 2022 ranking of the Top 50 B2B Marketplaces with you! Get your copy of the 2022 B2B Marketplaces Top 50 here: distributionleadership.com/ Everyone at Applico can attest to the…
Why Casinos are Buying Sports Media Companies
Penn National has exercised its option to by sports media entity Barstool Sports in full. This continues a trend of both incumbent and startup entrants in the gaming industry buying up sports media properties. I break down the deal…
Procore + Goldman Sachs Eye $100 billion Fintech Opportunity in Construction and Building
Recently, more and more Fintech companies have popped up to provide instant trade credit and net payment term approvals, all in order to make payment processes more seamless. Around a year ago, Procore, a construction management saas, acquired Levelset,…
B2B Execs Are Bullish on Reshoring Initiatives 🏗️
Let’s Talk About Reshoring. As companies such as Amazon and Walmart have helped accelerate globalization, the unfortunate side effects have been a gutting of the American Economy; an example—half of the top 10,000 sellers on Amazon come directly from…
Twitter Takeover Day 1 – Elon Musk Takes Twitter Private in $44 billion Deal
Elon Musk has successfully completed his $44 billion deal to purchase Twitter. The newly self dubbed “Chief Twit” walked into Twitter offices carrying a sink. Twitter CEO Parag Agrawal and CFO Ned Segal have left the company after day one…
Are Chinese Tech Startups Dependent on U.S. IPOs?
In this video I take a look at a building problem with VC investment into Chinese tech startups; a lack of realized cash returns. Distribution to paid-in ratio, or DPI, measures the cash being returned to a firms limited…
B2B Manufacturers Are Making a Grave Mistake – Anti-Amazon Alliance
We have the opportunity to set a legal, investment standard for tech startups to adopt who want to help distributors. One of the easiest ways to prove your loyalty to distribution? Make it really, really hard for Amazon to buy…
David M. Rubenstein Interview – Lessons From the World’s Greatest Investors
Applico CEO Alex Moazed to discuss his new book How to Invest: Masters on the Craft. In David’s new book, he interviews the greatest investors in the world to discover the time-tested principles, hard-earned wisdom, and indispensable tools that…