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As a traveler or even as somebody from the travel industry, have you ever struggled to differentiate between two different travel app offerings? Perhaps you've found yourself comparing two travel apps, or two different travel software-as-a-service (SaaS) providers (expense...
One of the main benefits of the metaverse is that it can provide people with immersive experiences and opportunities for exploration without the need for physical travel. This means that the metaverse could potentially reduce demand for traditional travel...
As we move into 2023, there are some exciting new developments that are set to shape the way we travel. In this blog post, we will take a closer look at some of the newest trends in the travel...
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 funding,...
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 without...
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 to...
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. At...
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...
Every projection --- IMF, World Bank, Industry Analysts, WSJ, Bloomberg --- I read is not just worse next year, but significantly worse.
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..).
