Originally published at www.refashiond.com on Friday, October 18, 2019. Note: 3,749 Words, 14 Minutes Reading Time Authors: Brian Laung Aoaeh, CFA, and Lisa Morales-Hellebo The world is a supply chain. It’s that simple. But what does that really mean? Whether we like it or not, current economic, political, social, and technology trends will compel more people to […]
Archive | Investment Analysis
#NotesOnStrategy | Seed-stage Venture Capital Portfolio Construction
By Brian Laung Aoaeh on March 21, 2019 in Entrepreneurship, Investment Analysis, Investment Themes, Investment Thesis, Portfolio Management, Private Equity, Startups, Technology, Venture Capital
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 […]
#CountDown: 11 Days To #TNYSCM06: Convergence Across the New Apparel Supply Chain
By Brian Laung Aoaeh on May 13, 2018 in #TNYSCM, Communities, Innovation, Investment Analysis, Investment Themes, Investment Thesis, Meetups, Startups, Supply Chain, Technology, Venture Capital
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 […]
How Studying Bankruptcy And Working On Two Turnaround Assignments Prepared Me To Become An Early Stage Venture Capitalist
By Brian Laung Aoaeh on August 1, 2015 in Behavioral Finance, Business Models, Entrepreneurship, Finance, Innovation, Investment Analysis, Key Performance Metrics, Operations, Organizational Behavior, Private Equity, Sales and Marketing, Startups, Strategy, Team Building, Uncategorized, Value Investing, Venture Capital
When I started business school at NYU Stern in the fall of 2005 my plan centered on taking every class in Bankruptcy & Reorganization, and Distressed Investing that I could. I took 3 elective classes in that area; Bankruptcy & Reorganization with Prof. Ed Altman, Case Studies in Bankruptcy & Reorganization with Prof. Max […]
Revisiting What I Know About Network Effects & Startups
By Brian Laung Aoaeh on September 12, 2014 in Business Models, Case Studies, Entrepreneurship, How and Why, Innovation, Investment Analysis, Long Read, Technology, Valuation, Value Investing
‘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 […]