This chapter explores the competitive nature of customer data platforms, focusing on Clavio as an example. It discusses the shift from third-party data to first-party data and Clavio's success in partnering with Shopify. The chapter also mentions the similarities and differences between companies like Braz and Twilio in the customer data space.
There’s plenty to learn from the Instacart and Klaviyo IPOs, even if you’re staying away from the stocks themselves.
(00:21) Tim Beyers and Dylan Lewis discuss:
- The market’s reaction to Instacart’s IPO and whether the company can return to its lofty private valuations. - An under-the-radar IPO this week – Klaviyo, and why it’s worth studying to understand the data relationships between businesses and their customers.
(20:39) Deidre Woollard gets the inside scoop on peak performance and corporate training from consultant and author Greg Harden.
You can grab your copy of 5 Stocks Under $49 for free and Fool.com/Report.
Companies discussed: CART, ARM, NDAQ, KVYO, BRZE
Host: Dylan Lewis Guests: Tim Beyers, Deidre Woollard, Greg Harden Engineers: Dan Boyd, Kyle Carruthers
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