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Investment Thesis

#MarketVoices | Introducing My Weekly Column at FreightWaves

April 23, 2019 by Brian Laung Aoaeh

According to the International Monetary Fund, the world’s economy is worth $88 Trillion as of 2019. The Conference Board estimates that the global economy will grow at an annual rate of about 3% between 2019 and 2023, and at about 2.8% between 2024 and 2028. None of this is possible without supply chains; The networks […]

Filed Under: Innovation, Investing, Investment Themes, Investment Thesis, Market Study, MarketVoices at FreightWaves, Startups, Supply Chain, Venture Capital Tagged With: #MarketVoicesAtFreightWaves, Innovation, Investment Analysis, Investment Thesis, Supply Chain, Supply Chain Finance, Supply Chain Logistics, Supply Chain Management, Technology, Venture Capital

#NotesOnStrategy | Seed-stage Venture Capital Portfolio Construction

March 21, 2019 by Brian Laung Aoaeh

Note: Although I have not used quotation marks, much of this blog post quotes the people to whom I have ascribed comments almost verbatim. I made slight stylistic and mechanical edits to account for the fact that presented in this format, I do not have the constraints that Twitter imposes on users. Where meaning is […]

Filed Under: Entrepreneurship, Investment Analysis, Investment Themes, Investment Thesis, Portfolio Management, Private Equity, Startups, Technology, Venture Capital

Where Will Technological Disruption in The Fashion Supply Chain Come From?

October 25, 2018 by Brian Laung Aoaeh

Originally published at www.refashiond.com on October 25, 2018. By Brian Laung Aoaeh and Lisa Morales-Hellebo Authors’ Note: This is the second in a series of six articles about problems and opportunities in global supply chains, with a focus on the fashion industry. In this article we focus on trying to learn how executives at fashion industry incumbents […]

Filed Under: Entrepreneurship, How and Why, Innovation, Investment Themes, Investment Thesis, Startups, Strategy, Supply Chain, Technology, Venture Capital Tagged With: Early Stage Startups, Entrepreneurship, Fashion, Innovation, REFASHIOND, Supply Chain, Technology, Venture Capital

The Fashion Supply Chain Is Broken

October 15, 2018 by Brian Laung Aoaeh

By Brian Laung Aoaeh and Lisa Morales-Hellebo Originally published at www.refashiond.com on October 14, 2018. Authors’ Note: This is the first in a series of six articles about problems and opportunities in global supply chains, with a focus on the fashion industry. This article frames the problem. The next article will delve into a historical analyses of […]

Filed Under: Entrepreneurship, Industry Study, Innovation, Investment Themes, Investment Thesis, Long Read, Supply Chain, Technology, Venture Capital Tagged With: Apparel, Entrepreneurship, Fashion, Innovation, Logistics & Supply Chain, Logistics and Supply Chain, Long Read, Luxury Goods, REFASHIOND, Startups, Strategy, Technology, Venture Capital

#CountDown: 11 Days To #TNYSCM06: Convergence Across the New Apparel Supply Chain

May 13, 2018 by Brian Laung Aoaeh

We’re now just a little over a week away from The New York Supply Chain Meetup’s sixth gathering. The purpose of this post is to outline our plans for that event, and preview what we expect to do in June. We’re still in the early days of building this community, so much of this is subject to […]

Filed Under: #TNYSCM, Communities, Innovation, Investment Analysis, Investment Themes, Investment Thesis, Meetups, Startups, Supply Chain, Technology, Venture Capital Tagged With: #TNYSCM, #TSGSCM, #TVRSCM, #TWSCF, Community Building, Early Stage Startups, Entrepreneurship, Innovation, Logistics & Supply Chain, Logistics and Supply Chain, Technology, Venture Capital

#CountDown: 3 Days to #TNYSCM04 – Supply Chain & Artificial Intelligence

March 11, 2018 by Brian Laung Aoaeh

We’re now less than a week from The New York Supply Chain Meetup’s fourth gathering. The purpose of this post is to outline our plans for that event, and preview what we expect to do between now and June 2018 . . . We’re still in the early days of building this community, so much of this is subject to […]

Filed Under: #TNYSCM, Co-Founder Stories, Communities, Customer Development, Entrepreneurship, Investment Themes, Investment Thesis, Sales and Marketing, Shipping, Supply Chain, Technology, Trucking, Venture Capital Tagged With: #TNYSCM, Business Models, Business Strategy, Community Building, Early Stage Startups, Entrepreneurship, Innovation, Logistics & Supply Chain, Logistics and Supply Chain, Startup Communities, Strategy, Technology, Venture Capital

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