Thesis Insights

Backed By Evidence 


DoorDash Dominating

DoorDash Dominating

Third party delivery apps have come more into buyside focus recently. The disruption being brought to the space will create inflection points for...

SNAP – Usage Mix Becoming More Monetize-able

SNAP India

Use cases for social media platforms in India vary greatly. Below is a rundown of what account holders with each platform use it for. The word...