Travel Industry

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..).

Mideast OTA’s simply don’t, don’t to the same level of success or been too slow in executing the right strategy.

Good news! It's (a) already back depending on

(yes you read that right). This post is intended (a) to spur markets you can cater to or research further, and (b) demonstrate travel is rebounding around the world. Turkey inbound travel had the best EVER year for inbound...

ravel apps need to take a page out of the social media app handbook and publish lite versions. I feel strongly about this, and this applies to non-travel apps as well.