“That doesn’t mean we wouldn’t invest in another product business, but they would need to be doing something fundamentally different that meets the current moment.”
research is simply a continuation of something we already naturally do: learning. Learning happens when you understand something that someone else already understands. Research happens when you understand something that nobody else understands yet.
"Warren Buffett never tried to make the most money. He never tried to get rich quickly. He tried to get rich slow, and I feel like that's what value investing is; it's a philosophy that stays away from the hot flashy trendy investments and focuses more on never losing big."
Another big shift in the toy industry is the move to subscriptions. Lovevery offers educational toys for kids on a subscription model, with each toy designed for children of a specific age. Subscriptions are easy for consumable products and challenging for durables—to sell a toy subscription is to suggest that it’s a toy the child will get bored of... See more
One of the barriers to digital health on the B2B side is the lack of small/medium businesses to act as early adopters. In most other industries, SMBs are more willing to adopt new solutions + have much shorter sales cycles. But in healthcare, the lack of smaller providers and the pressure they face to simply stay operational has been a major impedi... See more