Jack the Driver + The Bali Private Transportation Market
I recently visited Bali and had pre-arranged for a driver to take me from the airport to my hotel. This was a 2 hour trip, and I used the opportunity...continue reading
Category: Business Analysis
Here I analyze businesses that I find intriguing for whatever reason – usually it is because I think they have a great business model. I will also discuss start-up opportunities that I see and make general observations about the business world that I find interesting.
The Mystery of Mom’s Medicine
A few weeks ago, my mom and I were chatting on the phone when she brought up something perplexing. The backstory A few months ago, my mom goes to her...continue reading
Unlocking Serendipity at Conferences & Events
Last month, I attended a 3-day conference focused on education & the future of work. There were 3,000+ attendees – and I barely knew any of them. So of course,...continue reading
IDEA: Turning Liar’s Dice into the next Texas Hold’em
Liar’s Dice is one of the best games ever invented. It is a fast-paced game involving luck, probability & bluffing. It is easy to learn – you don’t need to...continue reading
IDEA: Twitter meets Slack / WhatsApp
Problem & Vision Twitter starts with public conversations and moves inward via threaded replies & direct messages. What if there was a platform that starts the other way around—by focusing...continue reading
My Personal Mission & How I Arrived Here (Part 3 of 3)
(Note, this is Part 3 of a 3 Part Series titled “My Personal Why”. Part 1 – Switching from Hedge Fund Investor to Software Entrepreneur, Part 2 - Warren Buffett, Charlie...continue reading
Counterintuitive Takeaways from an MIT Nobel Laureate’s Research
Does more information in a market = a better functioning market? Sounds true – but not always, according to the latest work from MIT Nobel Laureate Bengt Holmström. After reviewing...continue reading
Priority Pass – A Great Business Model with Strong Network Effects
Summary: Priority Pass is a fantastic business with 1) strong network-effect barriers to entry in a growing industry and 2) plenty of new opportunities. I would invest in them if...continue reading