Long Term Themes Webcast

Join YipitData's James Kryza, Nick Shields, Katie Tang, Josh Phillips, Dylan McDonald, Matt Wegner, for a highlight of some our recent Long Term Theme reports and how investors can leverage our granularities to help make informed investments on longer time horizons.

The team will discuss:

  • The extent of multi-cloud adoption across AWS, Azure, and GCP & its drivers

  • Insights on CVNA's logistical efficiency

  • Key trends across US and EU food delivery

  • TOST market share (National and Regional), customer mix, and cross selling trends.

  • Meli's LT outlook following Americanas bankruptcy

 

Speakers

YipitData for Investors

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