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Faheem Siddiqi

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All posts tagged Letters

Divergence. What causes the real economy to differ from capital markets?

Posted on June 23, 2020November 17, 2020Author FaheemPosted in BlogLeave a Reply

Q2 GDP will likely be compressed -42%, 40M people are unemployed, second wave of COVID-19 is likely approaching, and yet the stock market is seeing record highs. What drives this and why are we seeing such divergence between the market and the real economy? If you’re a market participant, this question is lingering in your…

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How retail brands are revising their plans due to COVID

Posted on June 14, 2020November 17, 2020Author FaheemPosted in BlogLeave a Reply

The pandemic has pushed many retailers to their heels. It goes to show that operating in a highly constrained environment can bring great ideas to life; there’s a reason why good startups don’t raise too much capital and maintain their agility in a resource constraint environment.   McKinsey wrote a great piece on retailers adapting to a…

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Q1 state of eCommerce and Amazon

Posted on June 8, 2020November 17, 2020Author FaheemPosted in BlogLeave a Reply

Q1 2020 paved the way for eComm. The latest U.S. Census report shows Q1 eComm was only 11.8% of all retail sales ($160.3B eComm of total $1.36T of all retail sales).  Amazon net sales in North America (excluding AWS business) was ~$46B. Amazon earned ~$21.3M per hour in North America. Amazon is ubiquitous and these numbers are…

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Recent Posts

  • Business Breakdown: Solo Stove (NYSE: DTC) January 15, 2024
  • Understanding Implications from Fed’s Meeting Minutes January 5, 2024
  • Why Aggregators Fail November 26, 2023
  • WeWork Bankruptcy: Boom to Bust November 17, 2023
  • Business Breakdown: Lunya’s Bankruptcy Filing November 10, 2023
  • How E-Commerce Brands Can Drive Working Capital Efficiency April 3, 2023
  • Silicon Valley Bank Collapse March 11, 2023
  • Understanding Cash Conversion Cycle January 22, 2023
  • History of Inflation January 15, 2023
  • Discounted Cash Flow January 8, 2023

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