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

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…

Shorting the institutional imperative

The last couple of months have seen a number of spectacular share price collapses on the ASX involving recently listed companies. Prior to this, almost all of these companies (and their private equity sponsors) were credited with tremendous “value creation” stories over typically…