Be cautious of Blue Ocean multiples

You may well recognise the term Blue Ocean Strategy. It’s the redacted name of an iconic strategy book written by W Chan Kim and Renée Mauborgne: Blue Ocean Strategy – How to Create Uncontested Market Space and Make the Competition Irrelevant. I know what you’re thinking. It sounds like the stuff your annoying mate doing his MBA tries to tell …

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A startup strategy: rolling with a battleship

We are on the cusp of releasing a new startups-focused podcast series at The Finance Ghost, in which we have discussions with founders, operators and investors who are willing to share deep insights and interesting stories with us. The podcast will be called The Startup Junto and in Episode 1 we interviewed the CEO and CFO of iconic homegrown startup …

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Is the IPO market too hot?

The market operates in cycles. Things heat up; things cool off. When people tell you to “look through the cycle,” they are referring to the need to ignore the short-term fluctuations and invest in high-quality companies that will do well over an extended period. I often reference Microsoft as a powerful example of this. It is the only company that …

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Airbnb: Boom or Bust?

It must take incredible confidence to undertake a hospitality stock IPO during a global pandemic that has grounded nearly all travel, but that is exactly what Airbnb is about to do. The peer-to-peer home-sharing company recently released its prospectus for an initial public offering (IPO), giving us our first in-depth look at its operations. A specific date for the IPO …

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Airbnb: Boom or Bust?

It must take incredible confidence to undertake a hospitality stock IPO during a global pandemic that has grounded nearly all travel, but that is exactly what Airbnb is about to do. The peer-to-peer home-sharing company recently released its prospectus for an initial public offering (IPO), giving us our first in-depth look at its operations. A specific date for the IPO …

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Airbnb: Boom or Bust?

It must take incredible confidence to undertake a hospitality stock IPO during a global pandemic that has grounded nearly all travel, but that is exactly what Airbnb is about to do. The peer-to-peer home-sharing company recently released its prospectus for an initial public offering (IPO), giving us our first in-depth look at its operations. A specific date for the IPO …

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This Snowflake is anything but offended

In the year 2020, the term “snowflake” has become a commonly used derogatory term for anyone who is overly sensitive or easily offended. It’s often used with the word “triggered” which is the act of being offended. In the investment world, Snowflake has become a landmark tech Initial Public Offering (IPO) story for a number of reasons. The only thing …

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Hotel industry suffers with vacant earnings

City Lodge’s well-documented pains are not unique. Covid-19 has smashed the tourism industry globally, with airlines and hotels the worst hit of all. These are costly businesses to run and losing practically all revenue for months on end was never in the disaster plan. It’s a global problem Hilton reported an earnings decrease of 77.3% to $564m, significantly worse than …

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Kordon

Creative Agency

Determined to break away from Camila for good, Teresa forges new, uneasy alliances—and, for the first time, brings the fight to Camila’s doorstep.

Devoted lifeguard Mitch Buchannon butts heads with a brash new recruit, as they uncover a criminal plot that threatens the future of the bay.

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