How an unknown Dutch company gained significant influence over the global electronics supply chain — For the experienced traveller, Veldhoven is an insignificant suburb in the Netherlands with forty-five thousand residents, hosting one too many roadster bicycles and the occasional art festival. Few would recognise its critical importance to the multi-trillion dollar global tech industry. That’s because the town serves as the headquarters for ASML…

A global food crisis is looming as climate change, war and supply chains cause prices of agricultural commodities to skyrocket — Wars, pandemics, droughts. These are not story lines from a dystopian sci-fi. 2022 has been a laborious year. The world, for the most part, is shielded from Covid19, but is still far from overcoming it. The new normal has caused mayhem in the energy, labour and semiconductors markets, amongst others…

How they’ve struggled to keep the conversation going — In December 2019, there were rumours that the outbreak of a new virus cruising around East Asia would be of little threat to the world. But that wasn’t the only conversation that died quickly. Clubhouse has been facing the harsh realities of capitalism this year. Launched early in lockdown, they…

4 strategies for firms to gain a competitive advantage in what is becoming a highly saturated grocery delivery space in the UK — It’s no secret that grocery delivery has radically altered the online food landscape. Covid19 has instigated trend shifts in online shopping, convenience, and consumer behaviour, leading to large scale changes in the way groceries are purchased. VCs are backing e-grocery start-ups to tackle the biggest challenges consumers have faced early…

2020 marked a turning point for online food delivery — 2020 marked a turning point for online food delivery The rapid rise of e-commerce and the increasing need for convenience have fueled disruption in the online food industry. With food catering services closed throughout most of the year, and grocery retailers seeing long queues to get in, the pandemic has forced consumers to radically alter their purchasing behaviours, accelerating…

With Deliveroo’s IPO fast approaching, here is an in-depth strategic analysis of its current competitive positioning to assess investment opportunities. — Introduction Deliveroo is an online food delivery service founded in London in 2013. It has operations in over 200 cities across multiple countries, with the UK being its biggest market. In 2018, they reported revenues of £476 mn, a 72% increase from the previous year (Citation).

Spotify is looking bullish — here is the due diligence on its current competitive position and growth prospects — Spotify has just posted their Q4 2020 earnings and shareholder letter (AR pending) and the share price has dropped by 8.5% between market close 2nd — 3rd February 2021. I believe this is a great opportunity to buy shares at a discounted price, and here’s why: INDUSTRY TRENDS Millennials, a key target…

An in-depth strategic analysis of Spotify’s global competitive positioning in the audio-streaming industry — INTRODUCTION Spotify Technology SA is a technology corporate operating in the highly competitive audio streaming industry. Even though it owns 36% of global market share (Exhibit 1), it’s facing increasing pressure from competitors, especially the large tech players Apple and Amazon. Spotify has launched several initiatives (e.g. offering highly personalised content…

An in-depth strategic analysis of Spotify’s growth options — INTRODUCTION Spotify is an audio streaming service, whose value proposition is to provide “music for everyone”. The audio streaming industry is a fairly infant but highly competitive market, and it’s rapidly expanding — CAGR between 2020–2027 is expected to be 17.8% (Citation 1).