Timing Matters

Timing Matters

I re-watched this short TED presentation given by Bill Gross (not the fixed income guy, but the Venture Capitalist): Fitting neatly into this, Sequoia Capital’s biggest question for entrepreneurs is “Why Now?” Although the context here is Venture Capital backed startups,…

Micro disruptions

Micro disruptions

A key benefit of being the co-owner of an operating business is that sometimes you get very interesting investing insights from the coal face. The service my company provides is a niche waste disposal service targeted at SMEs that is as staid and…

Narrow and deep

Imagine a product where it’s completely unstandardised with quality that varies dramatically even within the same shipment, where its value decays rapidly, and is subject to frequent supply gluts and shortages (it’s either one or the other).  Yet your customer pays a premium…