Travel Industry
Notes on the travel industry spanning travel startups, travel technology, travel blockchain, travel payments, travel training and much more.
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Plan for 18-Month Runway
If I ran a travel startup or company, I would actively plan for 18 months of challenging capital raising timesĀ starting...
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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).Ā This bucking of the trend...
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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)...
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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...
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Thereās not enough focus on 2023 being a worse year than 2022.
Every projection --- IMF, World Bank, Industry Analysts, WSJ, Bloomberg Ā --- I read is not just worse next year, but...
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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...
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Why Mideast OTA’s struggle.
Mideast OTAās simply donāt, donāt to the same level of success or been too slow in executing the right strategy.
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When will travel market be back? Good news!
Good news! It's (a) already back depending on
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Travel is growing again.
(yes you read that right). This post is intended (a) to spur markets you can cater to or research further,...
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Where the lite travel apps? Reasons you could need one.
ravel apps need to take a page out of the social media app handbook and publishĀ lite versions.Ā I feel strongly about...
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