First-mover

Invest in the Efficiency-Obsessed Entrepreneur

The market is shifting from aggressive growth-focused companies (scale before profit) to ones who actually generate profit… right from the commencement of commercialization.  The renewed focus on the bottom line, I think, was brought about by WeWork’s failed IPO. Or perhaps that was the straw …

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Lyft Gets a Lift From Activist Investor Carl Icahn

The ride-sharing industry is changing the way Millenials get around. Led by Uber a few years ago, ride-sharing has taken the world by storm, albeit not without controversy and obstruction from taxi unions. Resistance aside, this is a massive industry, with what appears to be …

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