Over 2 years old - but good to look back on.

[https://fatbabyfunds.com/2020/11/marketplaces-and-moats.html](https://fatbabyfunds.com/2020/11/marketplaces-and-moats.html)

I have a number of marketplaces in my portfolio... $SHOP, $JD, $MELI, $SE, $CPNG, $JMIA

Joshua Simka

I’m invested heavily in marketplaces ($AMZN, $ETSY, $FB, $SE, maaaybe $Z), which has led me to think heavily around how marketplaces work. Marketplaces are relatively simple: Marketplaces are two sided (buyers and sellers) Marketplaces connect […]

https://fatbabyfunds.com/2020/11/marketplaces-and-moats.html

Marketplaces and Moats - Fat Baby Funds

Ma ma marketplaces!

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