About Thomas Reiner

I have spent over 14 years as an investor at Altimeter Capital focused on leisure, gaming, and internet marketplace businesses across both the public and private markets.

Platform Aeronaut is a collection of my thoughts and analysis on businesses with network effects ranging from online travel agencies to airlines to video game platforms, to ridesharing and food delivery. Nothing on this blog is investment advice, life advice, political advice, or otherwise; do your own research.

Any numbers or metrics on the blog are data-driven and publicly available, often through 10-Qs and 10-Ks. I will provide data sources whenever possible and at no point should you consider any opinions, thoughts, or numbers offered as forecasts, price targets, or recommendations for the relevant companies. My goal is to provide the data and offer an objective framework for what story the data tells.



This page and the information presented are intended for informational purposes only. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the author nor any of his employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The author and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.

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Data-driven views and opinions on platform/network effect businesses


Partner at Altimeter Capital, Northeastern alum, curious on all things gaming, travel and leisure. Views are my own, no investment advice. Amateur astronomer