LB Strategy+

Business Model Canvas – Shopify

#eCommerce #Fintech Shopify At this point, most people probably know about the Canadian eCommerce giant Shopify. Merchants – big and small – open a store on Shopify and use the software to…

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…

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…

Innovation – The Innovator’s Dilemma

Have you heard of the Innovator’s Dilemma? It’s a form of Game Theory in action that helps explain why early-stage startups can go from 0 to $100mn in such a short amount of time. David vs…

Business Model Canvas – Transferwise

#Fintech Transferwise Transferwise is a borderless, digital-only currency exchange platform with more than 6 million users. Founded in 2010, the company has pioneered the low-fee model, helping custom…

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…

Business Model Innovation – OakNorth

In a sea of Fintech ‘Unicorns’ that bleed red and burn through $billions of VC money, one company stands out – OakNorth Bank. As Europe’s most valuable unicorn, we will look at…

Innovation+ > Vision

There is vision and then there are visionaries. Not all of us are visionaries, but to make innovation work we all need some vision. Where is the market going? What does the future look lik…

Business Model Innovation: AfterPay Touch

AfterPay Touch is hot, red hot. Launched in only 2014, the company went public in 2016, and since that point has been on a growth trajectory rarely seen even among Fintech Unicorns. The company respon…

Finance: Cashflow and Present Value

Cashflow. Cashflow. Cashflow. In the midst of COVID19, cashflow is everything. While some digital and eCommerce businesses are ramping-up, the vast majority are seeing cash inflows (+) turn to outflow…

The Creative Renaissance

Vive le Creative Renaissance. As the effects of COVID19 start to become apparent, so to does the fact that the world will change irreversibly in the years ahead, even as rules around physical distanci…

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 …

Bitcoin – The Bitcoin Economy?

Bitcoin is sizzling in South America. Northern winters are helping to cool miners and create new incentives for renewable energy. Rumors are swirling about social-media giant Twitter introducing micro…

Strategy for the New Economy

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