SaaS in 2025: A Market of Haves and Have-Nots
It’s hard to believe we are only eight months into 2025, given the sheer number of macro and market developments shaping the investment landscape.
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Looking Under the Hood: Why Mobility Investment Is Shifting Gears — and What It Means for the UK
Since the early 2010s, mobility has been one of the most dynamic investment frontiers, fuelled by the promise of electrification, autonomy, and new transport models.
Reinvention vs. the Status Quo: Why Carvana Is Soaring and CarMax Is Stumbling in 2025
As of 15 August 2025, Carvana (CVNA) is up ~75.4% YTD, while CarMax (KMX) is down ~28.8% YTD. Same economy. Same rates. Same used-car market.
What UK Dealers and Founders Can Learn from US Automotive Operators
Over the summer, I’ve been listening to a series of insightful episodes from the Car Dealership Guy podcast, which continues to offer an unfiltered look at the realities facing US retail automotive.
Q3 2025 Investment Outlook: A Reset in Private and Public Markets
Summary based on the Forge Global July 2025 report
UK Gilts, Inflation, and Market Sentiment: A Confidence Gap the MPC Can't Ignore
As a former equity analyst with over two decades of market experience, I've always viewed bond markets as the purest barometer of investor sentiment. Today, UK gilts are flashing a stark warning...