Archive | Investment Themes

The World is a Supply Chain

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 […]

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#UserManual – Send Us All The Early-Stage Supply Chain Technology Startups

Author’s Note: This blog post is an updated version of User Manual: The Early Stage Startups I Want To Hear About Most in 2016 and 2017 and User Manual: The Early Stage Startups I Want To Hear About Most in 2017 and 2018. Certain portions of this version may be exactly the same as in […]

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Key Supply Chain Innovation Issues to Consider as the World Becomes More Volatile, Uncertain, Complex, and Ambiguous

Note: A version of this story was first published on June 11, 2019, at FreightWaves. For a couple of years now, I wake up each morning thinking to myself; “I wonder what insane thing happened while I was asleep.” Initially, it was an enervating experience. Now, I have become accustomed to it, and I do not […]

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Disputes Will Disrupt Global Trade and Supply Chains

Note: A version of this story was first published on June 04, 2019, at FreightWaves. The United States is now in the midst of well publicised trade disputes with China, and Mexico, two of its biggest trading partners. There are also simmering trade tensions between the European Union and the United States. Supply chains are networks […]

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Our Trash Is Creating A Coming Supply Chain Crisis

Note: A version of this story was first published on May 22, 2019, at FreightWaves. News reports about the 2019 Copenhagen Fashion Summit (May 15 — May 16, 2019) highlighted current efforts by the French government to encourage fashion companies to establish sustainability goals for the industry. French President, Emmanuel Macron, has appointed Francois-Henri Pinault, CEO […]

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Is disruption finally underway in the freight brokerage industry?

Note: A version of this story was first published on May 10, 2019, at FreightWaves. On April 25, Amazon announced that it was making an investment of $800 million to reduce delivery times, from two days to one, for members of Amazon Prime. The next day FreightWaves was first to report that, without any fanfare, Amazon […]

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Logistics Network Optimization — Why This Time Is Different

Note: A version of this article was first published on April 23, 2019 at FreightWaves. Amazon has changed the retail business. It has changed the cloud computing business. It has also changed the supply chain business, but perhaps not in the way that you think. On April 9, 2015, Amazon published a blog post on the […]

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#MarketVoices | Introducing My Weekly Column at FreightWaves

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 […]

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#NotesOnStrategy | Seed-stage Venture Capital Portfolio Construction

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 […]

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#CountDown: 8 Days To Launch in Charleston, SC

Acknowledgement: I am grateful to Laura Corder and Benjamin Johnson of the South Carolina Department of Commerce for pointing me to relevant stats and data for this article. Introduction It is with great excitement and anticipation that I write this blog post; At 5:00 PM on Wednesday, March 27, 2019, I’ll join Michael Rentz as […]

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