Archive | Investment Thesis

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

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 […]

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The Fashion Supply Chain Is Broken

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 […]

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

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 […]

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

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 […]

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#CountDown: 8 Days to a Minimum Viable Launch

After a few years of thinking about startups building software for trucking and shipping, and more recently, distributed ledgers and supply chains, on August 23, I thought to myself “I really should attend the supply chain meetup in NY.” I was surprised to discover that no such thing existed. So, without thinking, I took out my […]

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Update #01: White Paper | Towards A Supply Chain Operating System

  This update identifies areas of supply chain technology that will be sufficiently well served by existing relational database management systems, and enterprise resource planning systems. It also outlines areas of supply chain that distributed databases or ledgers are more suited for. Lastly, to avoid confusion Nahum Goldmann’s contact information is provided at the end. […]

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