Finance – Airbnb IPO

Airbnb is set to IPO, listing on the Nasdaq ($ABNB) at an expected price of $56 – $60 per share for a valuation of roughly $42 Billion USD, raising around $3 Billion in fresh equity capital. We …

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Business Model Analytics

Business Model + Analytics. We hear lots about business models (especially on this site!) and lots about analytics in the business world. But what do Business Model Analytics themselves look like? The…

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Business Model Innovation – Ghost Kitchens

It is fair to say that the COVID19 pandemic has not been good to most businesses, but one of the hardest-hit sectors has been the restaurant industry. The mid-term effects have yet to be fully seen, b…

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Business Model Innovation – Resale Fashion

One of the new niches in the fashion world is the ‘Resale’ (ie. consignment) category. Part thrift, part sustainability, this new ‘niche’ has evolved into a multi-billion dolla…

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Business Model Innovation – Apple Pay

While many other Big Tech firms are eyeing ways to leverage their platforms to enter the banking fray, Apple has taken a different approach – partnering with the banks and card networks – …

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Business Model Innovation – Homeward

The inception of the ‘iBuyer’ marketplace in the USA is a curious new trend. What’s an iBuyer? That’s why we are going to look under the hood at Homeward – fresh off a $1…

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Business Model Innovation – Shopify Balance

Shopify’s eCommerce business alone has turned it into Canada’s most valuable company (by market cap), worth more than even the banks (based on trading on this date). Now they are innovatin…

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Finance: Customer-Based Valuation

The area of business valuations has always been a challenging field, especially given the increasing digitization and complexity of the global economy. The emergence of the COVID-19 pandemic has creat…

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Strategy – Game Theory

Game theory is an application of statistics and probability to try and determine what the other player(s) is most likely to do next. When trying to make your next strategic move, game theory provides …

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Innovation – LTV Metrics

Many times when you are browsing startup literature you will see the term LTV (Lifetime Value), reflecting the long-term value a customer brings in relation to the cost to acquire that user. But LTV i…

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Business Model Canvas – Farfetch

#Fashion Farfetch Farfetch is an online luxury fashion retailer, a company that pioneered a tech-driven model that doesn’t rely on owning inventory. They platformized the supply chain and create…

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Challenger Banks and the New Economy

Challenger Banks (aka NeoBanks) are on the rise. Their growth has been spurred by consumer frustration with the old guard – stemming from the ’08 financial crisis – and a massive war…

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Business Model Innovation – Otrium

Outlet fashion – typically associated with physical malls – is seeing a big surge this year as the pandemic bites into retail’s core business, disrupts supply chains, and dramaticall…

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Loyalty Metrics – Customer Retention and Valuation

‘Loyalty’ is a soft word in business – similar to ‘culture’ and ‘leadership’ – in that we intuitively know it matters but have difficulty quantifying ho…

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New Retail & eCommerce

eCommerce is booming in 2020, while many of the world’s famed retailers are falling. The core of the retail business model is being reshaped, while customer expectations are helping to reshape t…

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Retail – Woolworth’s History

Born in 1852, Frank Winfield Woolworth (F. W. Woolworth) radically reinvented retail in the late 19th and early 20th century, becoming one of the most revered entrepreneurs in American history at the …

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