The ideas of a madman. Disclaimer: This information does not constitute as financial advice or a recommendation of any kind. It is merely the thoughts & opinions of myself based on the available information on Rolling Funds & the Income Tax Act. I am neither a registered financial advisor nor…

Every so often a new industry gets disrupted by 3 or so companies. Linkedin’s founder Reid Hofman has a saying that: “First prize is a Cadillac, second prize is a set of steak knives, and third prize is, ‘You’re fired.’” Meaning, once an industry gets disrupted by a number of…

I spent most of the weekend reading obsessively about Digitally Native Vertical Brands (DNVBs) largely because we want to scale our e-commerce store, therefore in a world where there are Goliaths we need to find a way to be a David. I subscribe to the Thiel school of thought where…

I first heard about Gymshark sometime at the beginning of the year. I was sitting at my desk at work looking through venture studios models (during lunch, of course 😉). At the time my partner Mash & I were set on starting an e-commerce venture studio (Compass.Africa). We were obsessed…

Consumer COVID-19 has been a catalyst for hyper-growth in some industries & created a fast decline in others. For instance, grocery delivery has rocketed while travel slowed down & prop-tech has been completely upended. With all of this happening companies are being born & opportunities arising from the changes in…

Education vs Business Education: Hill & Cliff The ideas of business & building products run counter to those of formal education as time goes. I think of education in its formal sense as gliding down a hill & falling off a cliff. Think about the exam process, your grade is…

B2B — B2C— B2B2C I normally spend my days doing spreadsheet analysis, running numbers and recently, asking suppliers for PI for our new venture but mostly I think about the business of technology. I was speaking to a former colleague about business ideas and business models, he had the idea…

I get obsessed with a variety of things quite often, which leads me down a rabbit hole where I ask myself various questions like, why does this thing exist? why do people buy/use it? and would this work in South Africa? the answer to the last question is more nuanced…

What are the major differences between the Cash App and Venmo in the US? I wouldn't know I live in South Africa, we don’t have either here but at the very core of P2P apps, there’s very little. Yes, the Cash App might have boosts and crypto trading, but those…