This post firmly offers advice to travel startups and companies starting to raise capital, have partially raised a round, or any travel startup that needs more capital & revenue. Remember that my viewpoint refers to capital raising and...
If I ran a travel startup or company, I would actively plan for 18 months of challenging capital raising times starting Q1 2023. You need to survive the next 12 months and, in all likelihood, the next 18 months...
Our beloved travel companies are one sector bucking the trends (cue long overdue applause and cheering). This bucking of the trend is (a) not being fully appreciated or recognized, (b) it's essential to focus on the positive in addition...
The travel industry is NOT experiencing the case of "rising tides lift all boats"; the tide (for the travel industry) isn't rising that fast, nor as broadly, to warrant this characterization, in my opinion, as of Sep 2022....
People ask if the pandemic is forcing me to switch away from exclusively investing in travel companies versus opening up our mandate for other industries, to which my response is a resounding NO. Absolutely not; it's more profitable...
Every projection --- IMF, World Bank, Industry Analysts, WSJ, Bloomberg --- I read is not just worse next year, but significantly worse.
Consumers are increasingly opting for “Buy Now, Pay Later” services regarding financing options. These services are exploding in use and will only increase in the months and years ahead. Quick Background These services directly or indirectly use companies...
I am cutting (global) travel industry growth targets by 15% for June/July/August summer travel. GDP growth reduction, skyrocketing inflation, consumer price increases, central bank rate increases and additional contributing factors (staff shortages, low morale..).
I believe we’ll talk about “life before the Metaverse” the way we talk about “life before the Internet”. Not anytime soon but when access to VR devices, bandwidth and content are available; similar to the proliferation of the Internet...
“Fit the allotted time to content and event type rather than the opposite.”
