Vertical SaaS

Market Selection in Vertical Integration

If you were to ask what sunk Convoy, it ultimately boils down to an over-dependence on the digital freight matching software they pioneered with a corresponding inattention to the operational parts of the brokerage that were really low margin. Technology isn’t a panacea for operational excellence. Every vert... See more

if i was an investor and could only invest in a single thesis for the rest of my career, this would be that thesis