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[Research] Instacart Pt. 2

[Research] Instacart Pt. 2

An unusual valuation

Forbes Jamieson's avatar
Forbes Jamieson
Mar 15, 2025
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[Research] Instacart Pt. 2
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Not held.


  1. The Advertising Business - The Tensions Between Retailer and CPGs

  2. Ancillary Businesses & B2B Opportunities - Inventory Management?

  3. An Unusual Valuation in an Expensive Market


The Advertising Business - The Tensions Between Retailer and CPGs

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