VC
Solving the world's future food supply deficit requires innovation to improve the yield, nutrition and sustainability of existing agricultural practices. Why is the current system insufficient, and what areas will investors focus on going forward?
Strategy
New fintech and traditional retail investment platforms ignore glaring revenue and macro opportunities present in the industry. Efforts focus on selling picks—of varied price—to miners; instead, marketing gold and maps could be a more fruitful course.
Economics
Recessions tend to be levellers, but the events of 2020 were perverse: Those already well-off gained in the chaos. The widening wealth inequality gap presents stark scenarios for how the future will play out.
Life
Latin America is an intoxicating region to live and work in as a foreigner, but getting the most out of it requires adjustment. From several years of experience, here are some pointers on how to succeed.
Tutorials
Startup budgets in an era of disruption can be anachronistic. Yet, there are valuable qualitative insights to be gained from reviewing forecasts.
Market sizing of TAMs is an increasingly popular, yet difficult exercise to undertake. This guide addresses five key dilemmas that arise during client work.
Strategy
The trend towards niche, premium-priced products aimed at power users, poses a question of whether luxury software brands is a new category in the digital realm.
VC
European startups received €159 billion of funding over the past decade. Yet, an increasingly select group of stakeholders drive most of the topline figures.
Strategy
Are too many consumer products businesses trying to stimulate the recurring revenue characteristics of SaaS by offering subscriptions?
Corporate strategy essays: Practical tips, hot takes and zero spam
Using objective frameworks - over guesswork - to isolate root causes of business problems can glean more insight and plot a clearer path forward.
Negative interest rates are an extreme form of monetary policy intended to stimulate inflation or defend a currency peg. Five economies have experienced such conditions and their experiences give lessons towards the effectiveness of such strategies.
Over the past decade, venture capital funding has risen by 17% annually to a figure of $254 billion. What factors have contributed to this surge and what do they mean for the industry going forward?
Treasury teams are powerful functions with the ability to influence all the levers of shareholder returns. Yet, often such teams are structured, staffed, and incentivized poorly.
Would investing in startups for a capped return, repaid over time, be a more sustainable alternative to hypergrowth investing?
What are the stigmas attached to running a single-person startup, are they valid or just scaremongering? I then present a playbook for potential solo founders thinking about starting a new venture.
What are economic moats and how are they constructed? Some argue that they are a necessity to retain market position, while others see them as negative and uncreative.
Open-ended or evergreen funds can be beneficial for venture capital investing due to the alignment, flexibility and transparency they bring between stakeholders. In a discussion with a GP who raised an open-ended VC fund, the potential of this asset class is explored.
The popular fintech narrative is startups using technology to disrupt incumbent banks. How can banks respond better to the “fintech vs banks” movement?
How have Michael Porter's competitive strategy frameworks translated to the digital economy? Three recent case studies are presented and analysed.
Often miscalculated and misused, TAM, SAM and SOM are critical for managers and investors to understand revenue potential, market positioning and competition.
Unlike other asset classes, venture capital returns do not follow a normal distribution curve. Portfolio success is maximized by finding rare deals that bring outsized returns.
