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    Food-as-a-Service: The $3 Trillion Meal Delivery Market

    by | Digital
    Mentioned Companies: AMZN, EXPE, GRUB, MPNGF, NFLX

    To find promising investment opportunities in the consumer internet, we believe it is imperative to look for companies that improve convenience in industries that haven’t changed in decades. Convenience explains the success of Amazon, Expedia, Netflix, and Uber. Each of these companies attacked an industry that burdened the consumer with work—whether searching through bookstores or […]