Travel is an ever-evolving industry, with new trends emerging every year.
As we move into 2023, there are some exciting new developments that are set to shape the way we travel....
Make Tough Capital Decisions Now
This post firmly offers advice to travel startups and companies starting to raise capital, have partially raised a round, or...
Plan for 18-Month Runway
If I ran a travel startup or company, I would actively plan for 18 months of challenging capital raising times starting...
FYI: Travel Companies are Bucking the Austerity Trend (for Q3 & Q4).
Our beloved travel companies are one sector bucking the trends (cue long overdue applause and cheering). This bucking of the trend...
A Nuanced Time To Invest In Travel
The travel industry is NOT experiencing the case of "rising tides lift all boats"; the tide (for the travel industry)...
Significant Change Enables Significant Opportunities
People ask if the pandemic is forcing me to switch away from exclusively investing in travel companies versus opening up...
There’s not enough focus on 2023 being a worse year than 2022.
Every projection --- IMF, World Bank, Industry Analysts, WSJ, Bloomberg --- I read is not just worse next year, but...
BNPL responsibly.
Consumers are increasingly opting for “Buy Now, Pay Later” services regarding financing options. These services are exploding in use and...
Reduction in Summer 2022 global travel growth (and why).
I am cutting (global) travel industry growth targets by 15% for June/July/August summer travel. GDP growth reduction, skyrocketing inflation, consumer...
Positive Early Metaverse Observations
I believe we’ll talk about “life before the Metaverse” the way we talk about “life before the Internet”. Not anytime...