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S2 E6: Digging Into Allbirds / Subject Lines That Sell / The Best Kept Secret in E-Commerce

Limited Supply

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Is HIMS Really a Better Business Than Most E-Commerce Businesses?

HMS is one of the few exceptions when it comes to e-commerce businesses that have gone public, and still does really well. Tiger Global invested $17.5 million in 2017 into Alberts. At IPO, Tiger Global owned 11%. They didn't sell anything. And today they own certainly under 5% and possibly 0 shares of alberts.

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