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An Amazon listing keeps its ratings through new owners and product changes. Nothing on it names who owns the brand.
100+ firms bought up Amazon brands for those listings, raising over $12 billion in 2021, 75% of it debt.
Today's article covers their story.
Link below 👇
Keyana Sapp retweeted
There's a really important question here. Is it possible to bring down consumer prices without a recession?
Welcome to the age of permanent high inflation.
Yes, the Iran war hasn't helped, but today's inflation is a structural result of deglobalization, and likely to be with us into the 2030s, regardless of which party is in power.
unherd.com/2026/10/why-democ…
One of the better articulations that I’ve seen of the problem I have decided to dedicate my career to
The money system needs to change.
PE makes money by rolling up existing businesses, firing everyone who built them, and replacing them with low-cost labor. Then they sell to an even bigger PE firm that needs to park money somewhere stable.
VC makes money by betting that another VC or investor will want your shares in 5 years or so. Most VC is gambling on a popularity contest.
Both, for the most part, abstract away everything tangible about a business.
We’re still early in the reindustrialize movement. Early enough that most investors haven’t had the rude awakening that you can’t roll up manufacturing the way you roll up HVAC companies, and you can’t expect manufacturing companies to scale like SaaS.
We need a new funding model that values reality. People are irreplaceable, location matters, and long-term outlooks are necessary.
What does this kind of investment model look like?
Need to know what a diff or a driveshaft is for this to have any meaning.
Kids used to be able to look at the underside of a hot wheels and ask “what’s that?”
Sad part is that most dads today would be unable to answer.
DM for gift link: worseonpurpose.com/p/who-own…
Very occasionally, SNL captures the true zeitgeist.
worseonpurpose.com/p/why-is-…
Also applies at Nordstrom, TJ Maxx, Walmart, Target and other such institutions of disrepute
Re: name brands at Costco
Just because it says Peter Miller, Orvis, CK, Tommy, etc, DOES NOT mean it’s the same product you buy from the brand
Most is made by a licensee using the brand name or by the brand but specifically for Costco to hit the lower price point
This does not apply to Kirkland clothing,, which are of course among the finest garments money can buy
Keyana Sapp retweeted
Tweed is such a beautiful fabric to wear this time of year partly because it produces, in Dolly Parton's phrasing, a coat of many colors. Even a solid colored brown is not just brown, but bits of red, blue, and yellow inspired by the Scottish landscape, as Alan of Lovat explains.
How much of inflation is just psychology? Once consumers expect price hikes, executives raise prices because they can, and competitors follow. I suspect a lot of it has nothing to do with costs.
Kaya - Bob Marley
The best record to start your day with. Something special about reggae in the morning.


















