Pages tagged: 'Growth'

  1. On the Bounce

    2021 has seen a bounce-back in venture equity investment.  Some of this is post 2020 COVID related but is there something else going on? 

    October 22nd 2021

    Read more »

  2. Scale Up or Cover Up?

    Investing in fast growing scale up businesses that generate over 100X is the stuff analysts dream of.  Yet it can so easily all go wrong, no matter how deep your pockets are. Cast your mind back to 2012 and imagine that you’d been offered the opportunity to invest in a technology business that was changing the way people and businesses work.  

    November 15th 2019

    Read more »

  3. Will Europe overtake the US for Tech?

    Earlier this year Forbes updated it’s list of the most successful tech companies. Europe is larger, more populous and arguably more creative than the US.  Yet why do we still not match the US for tech? 

    December 14th 2017

    Read more »

  4. Should Interest Rates Interest Tech Investors?

    So the BoE has finally signalled its intent to return to normalised monetary policy and raised interest rates.  It’s accepted that it will not have much effect on the incoming spike in inflation - caused mainly by exchange rates – but may well have a detrimental effect on already fragile economic growth.  Adding this to the headwinds of Brexit, does this signal danger for the tech investor or opportunity?

    November 2nd 2017

    Read more »

  5. Biggest may not be Best

    The brightest stars get most attention but are unicorn company returns quite so fabulous? Tech market analysts CB Insights keep a track of the world’s unicorn companies – those private companies valued at more than $1billion.  CB Insights reckons that there are now 183 such companies worldwide, with a combined value of $657bn.

    January 27th 2017

    Read more »

  6. ARMing for Innovation

    Within weeks of the UK’s Brexit vote, Japan’s Softbank announced that it had agreed to acquire the darling of the UK tech scene – ARM Holdings -  for £24bn.  At a stroke, not only is this the largest purchase of British innovation but also removes the independence of the last of the UK’s “super unicorn” (i.e. >$10bn value) company. With the acquisition has the outlook improved – or worsened – for UK innovation?

    September 16th 2016

    Read more »

  7. Expecting the Future

    When a new CEO starts with an organisation or project he or she often has a “90 day plan”.  When particle physics researchers at CERN started a project in 1991 to share information, they forgot to have such a plan and introduced the internet into a brave new world.  As we’ve reached the 100th “90 days” since that launch, how does the Internet cornucopia stack up against Pandora’s box?

    April 15th 2016

    Read more »

  8. Why Some Bubbles Burst

    Nick Woodman is one of those rare breed of golden geese that have made more than $1bn through a technology innovation.  In Nick’s case (he founded GoPro in 2002 to take action surfing shots) it wasn’t that he even made a technical breakthrough – he simply took existing technologies (firstly 35mm film and then digital cameras) and used them in a new and disruptive way.  GoPro was once the darling of investors but why did this tech hit a bad wave? 

    August 7th 2015

    Read more »

  9. Disruptive is the New Norm

    Investors like disruptive businesses because they can potentially lead to outsize returns and the term has been around for a while now – it was first coined by Clayton Christensen in 1995.  But how do you identify the winners?

    July 3rd 2015

    Read more »

  10. Technology Takeover

    This month Apple reported a net profit $18bn, topping ExxonMobil’s previous quarterly record of $15.9bn in 2012.  And if this wasn’t enough, the record profit was a huge 37 per cent up on the previous year.  Apple has now shipped more than 1billion iPhones, iPads and iPods. With Apple posting the largest ever corporate profit, is technology ready to become the lead sector across the globe?

    January 30th 2015

    Read more »

  11. Is Surge Replacing Hype?

    Many years ago, Gartner created it’s Hype cycle – a seminal model that describes how every technology innovation from printing to bitcoins goes through an initial period of interest and hype, then falls into a trough as disillusionment kicks in, only for enlightenment to bring recovery.  The problem facing the tech investor is knowing just where you are on the hype cycle and how deep the trough might be.  But this week, respected tech veterans have described a new phenomenon: the Surge cycle.  Is it time for a new model for tech?

    February 14th 2014

    Read more »