Month: March 2018

WeWork apparently just raised another $400M today to buy up some of the properties they are in right now, which will fundamentally lever up their balance sheet several x times...guess after all, revenue $/sq ft is a key factor after all similar to "same-store sales growth" for US retail companies. Same store sales is an important metric … Continue reading WeWork High Revenue $/sq ft?

Lumi: customer cardboard manufacturing startup; but will continual to capitalize on the growing trends of ecommerce. Check out Shopify stock price, ticker symbol: SHOP. can't get any better with this ticker name, similar to the ticker symbol for Salesforce is 'CRM') + Lumi is actually profitable (even pre Series A raise, which is probably < 0.05% … Continue reading Cardboard Manufacturing (boring but high potential) Startup

Glossier: direct-to-consumer beauty brand. Reminds me of Julep back in Seattle (Julep raised from Maveron, Andressen Horowitz, Jay-Z, Will Smith and of course, Madrona Ventures aka legendary investors as they are the biggest holder of Amazon stocks since early 1990's until mid-2005, in which their $5M seed round is worth at least $5-20B, dependent on their liquidation … Continue reading DTC Beauty Brands

Brandless (selling everyday necessities for $3. Generation Z will be price insensitive due to being exposed to more perspectives on all topics via the proliferation of social media). There is a lot of psychological studies that shows how the opinions of the herd or a group of people change when they are exposed with more information and perspectives, … Continue reading Branding Insensitivity for Gen-Z