The S&P shows staying on top is getting harder and harder for incumbents

January 13, 2020

In 1964, the typical S&P 500 company was in the list for 33 comfortable years. By 2016, this had reduced to 24 years. And it's forecast to shrink to just 12 years by 2027. The pace is innovation and disruption has literally never been faster. Read More

Playground XYZ came 8th in the Deloitte Fast 50

November 21, 2019

Playground XYZ came 8th in the Deloitte Fast 50 - what a great company to be involved with. Read More

The fuel that startups run on is uncertainty

November 13, 2019

The fuel that startups run on is uncertainty. Large companies tend to value waiting for higher fidelity information before entering a market. This is your opportunity. Read More

The courage of the anti-portfolio

October 25, 2019

Bessemer Venture Partners, one of the oldest firms in the industry, celebrate their anti-portfolio: all the great deals they said no to. It makes for great reading. Read More

Why unicorns aren’t always true unicorns

October 11, 2019

You set the valuation, I'll set the terms. The catch that often comes with achieving unicorn status. Read More

Venture equity versus venture capital

October 9, 2019

A different way to venture. Read More

The natural movement of a business is to be operating at profit

September 27, 2019

The first principle with any business is that natural movement is to be operating at profit Read More

WeWork’s IPO and the power of preference shares

September 17, 2019

Much the chatter surrounding the IPO of the We Company (aka WeWork) relates to the eye-watering valuation being sought. Yet recently there's speculation that the IPO may end up closer to $20 billion, as opposed to the the $47 billion valuation SoftBank offered when they invested $5 billion in January 2019. Read More