Category: Business

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 to make travel investments with the industry turning the corner on COVID (tangibly and in sentiment). One notion from last week's discussion with Jean-Francois that particularly resonated was how significant change - everyone knows the travel industry has experienced and continues to - enables lucrative opportunities.

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 such as Affirm, Afterpay, Klarna, and PayPal Credit for consumers to make interest-free installment payments on a purchase over several weeks. These companies are high-tech clearinghouses in addition to their direct-to-consumer offerings. Just today, Apple introduced its BNPL via Apple Pay, and I have no doubt it’ll be wildly profitable for them, given their various channels and cross opportunities. Not A New Concept ... Read more

“Fit the allotted time to content and event type rather than the opposite.”