On this episode of Chit Chat Stocks, Ryan goes through a research report on a burgeoning network effect business hiding in plain sight: Instacart (Ticker: CART). We discuss:
(03:10) The Genesis of Instacart
(07:20) Building the Marketplace Network
(11:08) Understanding the Transaction Mechanics
(22:04) Monetization Strategies and Advertising
(27:14) Competitive Landscape and Market Positioning
(33:08) Consumer Behavior and App Segmentation
(41:42) Management Changes and Leadership Concerns
(51:14) Financial Projections and Growth Outlook
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
