Dialogue. Lessons We Can't Draw From Wish The Synopsis

This week on The Synopsis, we talk about a recent memo, "The Future of Ecommerce That Wasn’t: An In-depth Look into What Went Wrong with Wish".
In this conversation we talk about Wish and what lessons we cannot draw from their lack of success. We also talk about our LTV and financial analaysis, as well as what Wish's value prop was compared to other competitors. 
You can read the Full Memo here. 
You can become a full Speedwell Research Member here. 
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Show Notes
(0:00) Intro
(1:11) Memo background 
(4:09) Wish Pitch and Value Prop
(9:12) Putting Business Failure into Proper Context
(16:10) Growth vs Maintenece Marketing 
(25:14) LTV Analysis and Buyer Churn 
(30:42) What Happened to Wish 
(32:26) Main Lessons
(37:36) Conclusion
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Mentioned Links:
Chinese Ecommerce GMV Accounting Piece: https://www.speedwellmemos.com/p/accounting-insights-alibaba-jd-and 
Interview with Peter Szulczewski: https://www.youtube.com/watch?v=s1LzKGJ0bNU 
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/