Airbnb: Bigger n Bigger

INVESTMENT HIGHLIGHTS SUMMARY Airbnb, along with Uber, is one of the biggest beneficiaries of the newly emerging “Collaborative Consumption” business models, driven by changing millennial preferences and rising Internet penetration. Rapid expansion into the new markets of the alternative accommodation industry, vacation rentals and business travel, is driving the near-term growth of the company. That …

SpaceX: Redefining Space Travel

INVESTMENT HIGHLIGHTS SUMMARY SpaceX is an American private aerospace manufacturer and space transport services provider company that  specialises in launching a medium-to-heavy payload  into space.  The company primarily operates in the Commercial Satellite Launch Services market. Currently, the only source of revenue for the company is from its launch contracts with commercial satellite operators and …

On Seed Stage Portfolio Construction and stage-wise Risk-Reward

As start-ups start deploying software to disrupt even traditional industries, much in the manner in which Fintech/Bitcoin or autonomous vehicles have the traditional banking and automobile players scrambling to future-proof their business models, we will see a vibrant, strong M&A market emerge (Ex: GM’s purchase of Cruise for ~$1Bn or Walmart’s acquisition of Jet.com for …

The Secondary Markets – levelling the playing field

Some of the key advantages of the Secondary markets are: Primary markets tend to be centralized with access to the best names tightly controlled by founders/management teams and established tech investors (VC’s/Tech Strategics/HF’s/SWF’s) with deep pockets – difficult for smaller/new investor without track record in asset class to access The Secondary Tech market is meaningfully …

E-Commerce in South East Asia

South-east Asia’s Internet economy set to rocket to hundreds of billions of dollars by 2025, international business giants are eyeing Singapore’s strategic location to gain access into the region’s e-economy, in particular, e-commerce. According to a report by Internet giant Google and Singapore state investment firm Temasek Holdings in May, South-east Asia’s Internet economy is …

State of Fintech in Singapore

The world is in the grip of a financial revolution. For centuries, the economic system was the sole preserve of banks, brokerages and trading houses, but now a technological upheaval is redefining how money flows from one place to another. Singapore is making a strong push to become the Fintech capital of the world.The Monetary Authority of …