Alex Graham

Alex Graham

Mar
25
Three Paradigms for Investing in the Future of Food

Three Paradigms for Investing in the Future of Food

Solving the world's future food supply deficit requires innovation to improve the yield, nutrition and sustainability of existing agricultural practices. Why is the current system insufficient, and what areas will investors focus on going forward?
10 min read
Jan
19
Wide of the Prize: Fintech and Retail Investment Platforms

Wide of the Prize: Fintech and Retail Investment Platforms

New fintech and traditional retail investment platforms ignore glaring revenue and macro opportunities present in the industry. Efforts focus on selling picks—of varied price—to miners; instead, marketing gold and maps could be a more fruitful course.
14 min read
Jan
07
Beyond 2020: The Great Bifurcation

Beyond 2020: The Great Bifurcation

Recessions tend to be levellers, but the events of 2020 were perverse: Those already well-off gained in the chaos. The widening wealth inequality gap presents stark scenarios for how the future will play out.
11 min read
Nov
19
Adapting to Doing Business in Latin America as a Foreigner

Adapting to Doing Business in Latin America as a Foreigner

Latin America is an intoxicating region to live and work in as a foreigner, but getting the most out of it requires adjustment. From several years of experience, here are some pointers on how to succeed.
8 min read
Nov
03
Clues to Spot When Appraising Early-Stage Startup Budgets

Clues to Spot When Appraising Early-Stage Startup Budgets

Startup budgets in an era of disruption can be anachronistic. Yet, there are valuable qualitative insights to be gained from reviewing forecasts.
5 min read
Oct
20
Sizing Markets That Don't Exist: TAM Lessons

Sizing Markets That Don't Exist: TAM Lessons

Market sizing of TAMs is an increasingly popular, yet difficult exercise to undertake. This guide addresses five key dilemmas that arise during client work.
10 min read
Aug
03
Is Luxury Software a Real Thing?

Is Luxury Software a Real Thing?

The trend towards niche, premium-priced products aimed at power users, poses a question of whether luxury software brands is a new category in the digital realm.
7 min read
Jul
20
Farms & Factories: European VC's Divergent Decade

Farms & Factories: European VC's Divergent Decade

European startups received €159 billion of funding over the past decade. Yet, an increasingly select group of stakeholders drive most of the topline figures.
15 min read
Mar
02
Fatigued by the Subscription Business Model

Fatigued by the Subscription Business Model

Are too many consumer products businesses trying to stimulate the recurring revenue characteristics of SaaS by offering subscriptions?
10 min read
Dec
17
Consultant Toolbox: Frameworks for Solving Anything

Consultant Toolbox: Frameworks for Solving Anything

Using objective frameworks - over guesswork - to isolate root causes of business problems can glean more insight and plot a clearer path forward.
12 min read