Tag Archives | Investment Analysis

Updates – Industry Study: Freight Trucking (#Startups)

Note: John Azubuike (@jnazubuike) and I are currently conducting research on software startups in the ocean freight shipping market. We expect to publish that towards the end of January 2017. Our blog post about freight trucking startups opened the door to numerous conversations that we may never have had, with people who know more about […]

Continue Reading

Industry Study: Freight Trucking (#Startups)

Embed from Getty Images Co-author: John Azubuike (@jnazubuike), KEC Ventures. Note: This article does not necessarily reflect the opinion of KEC Ventures, or of other members of the KEC Ventures team. Introduction In 2015, the United States freight trucking industry collected gross revenues of $726.4 billion. That accounted for approximately 82% of the total for […]

Continue Reading

“Liking” Facebook’s Business Model – The #EconomicMoats Remix

Note: I published “Liking” Facebook’s Business Model on December 26, 20011 at Tekedia. This article updates that discussion by incorporating developments since then. It also folds in discussion of the economic moats that Facebook has developed around its business. Large segments of this article are exactly identical to the post that was published by Tekedia […]

Continue Reading

Connecting The Dots: Economic Moats & Early Stage Technology Startups

I started writing about economic moats in September 2014. Since then I have written about Network Effects, Switching Costs, Intangibles, and Efficient Scale and Cost Advantages. The purpose of those posts was to outline how I think about economic moats while I am studying a seed stage startup and trying to determine how things might unfold […]

Continue Reading

Revisiting What I Know About Intangibles & Startups

  This is the third post in my series of blog posts on economic moats. I have already written about Network Effects and Switching Costs. The remaining three sources of an economic moat are Cost Advantages, Efficient Scale, and Intangibles.1 In writing this post I am trying to consolidate what I have learned about intangibles & […]

Continue Reading

Notes On Early Stage Technology Investing; Art, Science, or Both?

Often when I have asked other people this question I get a response that leaves me feeling dissatisfied. It seems most investors are compelled to take one side over the other, and, at least as far as the admittedly small sample  of investors I have asked this question are concerned, insufficient thought is given to […]

Continue Reading

Revisiting What I Know About Network Effects & Startups

  ‘One IPO that is probably worth the hype.’ – Chris Beauchamp on the #  with @kerushton in the Telegraph. http://t.co/l8FqFRYwzJ — IG (@IGcom) September 1, 2014   The recently announced IPO of Alibaba got me thinking last week about network effects1 – what they are, how they develop and evolve, and how network effects can […]

Continue Reading

Powered by WordPress. Designed by Woo Themes

UA-42599083-1

Powered by WP Essentials

this site uses the awesome footnotes Plugin