aggregators
Reading Between the Lines
It looks like Unybrands cumulative loss over two years was $104M and the company's total valuation may have dropped 98% from $377M to just $9M between 2022 and 2023.
aggregators
aggregators
Spicy UBHoldCo Public Doc 🌶️
On 3 April 2025, the UK Companies Houses published a 🌶️ confirmation statement for UBHoldCo that we will dissect and compare against the most recent Unybrands Ltd confirmation statement. This new confirmation statement collaborates a significant portion of my prior conclusion.
aggregators
Why write at all?
As I co-write my draft book on the Amazon aggregation industry, I periodically stop to contemplate and digest the experiences I had over 18-months, the public material available about the industry, and the stories I have heard from others. There is a wealth of stories and amusing characters in any
aggregators
That's not how regenerative healing factors work!
Just over a month ago I likened the e-commerce aggregation industry to little more than a pile of garbage. This week Bloomberg and CNBC posted new stories that illustrated how accurate that analogy is – along with evidence the hunt for "a greater fool" continues unabated: * Amazon aggregators Branded
aggregators
Board Resolutions and Articles of Association are NOT Boring 😄
In this post I am going to show you the power of math to uncover interesting stories and read between the lines – even when reading something that might seem as boring as public filings. 🚗 Buckle up! Previously and in a series of LinkedIn postings I hypothesized that Affinity Partners, the
aggregators
Avoiding Norman Bates in the Aggregation Industry
In any industry there are trustworthy operators and then there are the "used car salesmen" hawking lemons. The aggregation industry is no different. If you do not spend significant time in the industry, it's hard to tell one from the other. I have seen the inside
aggregators
When you aggregate bags of trash... all you have is a mountain of garbage.
Recently this comment by Jon Derkits on LinkedIn reminded me it is time to revisit my short series from December 2022 about Amazon FBA aggregators. TLDR summary In December 2022, I exited the Chief Technology Officer (CTO) role at unybrands soon after my symphonie.ai co-founder left the Chief Supply
aggregators
Cheap Replaceable Products Don't Make for a Happy Aggregator!
💡This post was first published on LinkedIn on 19 December 2022. It is reproduced here for reference to an upcoming refresh. Some great private and public discussion about my prior articles on the FBA aggregation business model prompted some more ideas I want to share. I had promised to switch
aggregators
FBA Aggregation Model: How to Make a Problem Harder
💡This post was first published on LinkedIn on 16 December 2022. It is reproduced here for reference to an upcoming refresh. There are two major flaws in the FBA aggregation business model:1) replacing hungry entrepreneurs with hired guns not incentivized the same way; and 2) a focus on “Goldman
aggregators
Flaws in the FBA Aggregation Business Model
💡This post was first published on LinkedIn on 14 December 2022. It is reproduced here for reference to an upcoming refresh. This is the first bite-size insight into the FBA aggregator model that I promised in a prior posting. To level set everyone, let me give you the elevator pitch