Agreed, although the 'selling stuff' market is inevitably more fragmented than the 'data gathering' market, which means that the average 'data gathering' compan

Agreed, although the 'selling stuff' market is inevitably more fragmented than the 'data gathering' market, which means that the average 'data gathering' company will be more valuable than the average 'selling' company. That's not to say there aren't giants like Amazon trying to buck the trend...