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 […]
Tag Archives | Investment Analysis
#MarketVoices | Introducing My Weekly Column at FreightWaves
By Brian Laung Aoaeh on April 23, 2019 in Innovation, Investing, Investment Themes, Investment Thesis, Market Study, MarketVoices at FreightWaves, Startups, Supply Chain, Venture Capital
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 […]
Updates – Industry Study: Freight Trucking (#Startups)
By Brian Laung Aoaeh on December 31, 2016 in Industry Study, Innovation, Market Study, Startups, Technology, Venture Capital
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 […]
Industry Study: Freight Trucking (#Startups)
By Brian Laung Aoaeh on November 23, 2016 in Entrepreneurship, Industry Study, Investment Themes, Investment Thesis, Market Study, Technology, Venture Capital
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. Note: Updated on October 2, 2019 to remove charts from Statista because the data has been moved behind Statista’s paywall and no longer adds […]
“Liking” Facebook’s Business Model – The #EconomicMoats Remix
By Brian Laung Aoaeh on March 10, 2016 in Business Models, Case Studies, Entrepreneurship, Innovation, Intellectual Explorations, Startups, Strategy, Technology, Venture Capital
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 […]
Connecting The Dots: Economic Moats & Early Stage Technology Startups
By Brian Laung Aoaeh on February 5, 2016 in Business Models, Entrepreneurship, Innovation, Investment Thesis, Management, Startups, Strategy, Technology, Venture Capital
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 […]
Revisiting What I Know About Intangibles & Startups
By Brian Laung Aoaeh on October 26, 2015 in Business Models, Entrepreneurship, Funding, Innovation, Management, Strategy, Technology, Venture Capital
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 & […]
Notes on Strategy; For Early Stage Technology Startups
Alternate Title: What Can 24’s Jack Bauer Teach a Tech Startup Founder About Strategy? Running a business without a strategy is like breathing air without oxygen. The purpose of this blog post is to attempt to synthesize certain fundamental lessons on strategy that are relevant for anyone trying to build a business.1 As part of […]
Notes On Early Stage Technology Investing; Art, Science, or Both?
By Brian Laung Aoaeh on June 18, 2015 in Business Models, Innovation, Investing, Lab Notes, Lean Startup, Science, Strategy, Technology, Venture Capital
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 […]
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 […]