• Thought Starters

    Lab-grown Meat is Supposed to be Inevitable. The Science Tells a Different Story.

    The promise of lab-grown meat is huge. Ending animal suffering and factory farming, mitigating the worst impacts of our diets on climate change, offering a sustainable and cost-effective way to feed the world’s growing population, and freeing up land used to produce animal feed.

    29th Sep, 2021

  • Thought Starters

    Food Fraud and Counterfeit Cotton: The Detective Untangling Global Supply Chains

    The nature of international commerce has led to incredibly complex supply chains. The cotton shirt that you buy from the local store may be made of cotton grown in India, blended with other cotton in Australia, spun into yarn in Vietnam, woven into cloth in Turkey and then sown and cut in Portugal.

    27th Sep, 2021

  • Thought Starters

    For food delivery apps, private label is the next battleground

    Food delivery apps have been one of the biggest winners from the pandemic, as people around the world were locked down and ordering food from our phones become a staple of day-to-day life. Now it seems some of these food delivery apps are following a path well-worn by food retailers before them, moving into private label.

    21st Sep, 2021

  • 3 must-read articles this week | Sign up to Equity Mates Thought Starters email

    18 Jun, 2021

  • Thought Starters

    Warren Buffett's 2020 Shareholder Letter

    Every year, history’s greatest investor Warren Buffett writes an annual letter to accompany the Berkshire Hathaway annual report. Last week, Buffett released his 2020 letter. Last year was a tough year for Berkshire, returning 2.4% compared to 18.4% for the S&P 500 index (the risk of not owning tech stocks in 2020…). In this year’s letter, Buffett discusses a number of points about Berkshire specifically and investing generally.

    8th Mar, 2021

  • Thought Starters

    From Ghost Kitchens to Ghost Franchises

    Ghost kitchens are restaurants that have no dine-in and no customer pick-up. They are built exclusively for the food delivery apps - UberEATS, Deliveroo, DoorDash - and are able to achieve lower costs by occupying non-desirable locations and able to create multiple restaurants in one location (i.e. list a Mexican, Chinese and Burger restaurant on the apps, but cook it all out of the same kitchen).

    8th Mar, 2021

  • Thought Starters

    Shopify's Plan to Build an eCommerce Ecosystem

    At this point, most people have heard of Shopify. The $140 billion eCommerce platform offers retailers a plug-and-play option to set up their online store. Some of the biggest companies in the world - Google, Hasbro, The Economist, Heinz, Red Bull, Tesla - use Shopify’s platform to enable eCommerce on their website. This article takes a look at Shopify’s strategy to build an ecosystem around their core product and the incentive structure they build for retailers to achieve it.

    8th Mar, 2021

  • Thought Starters

    The Rise of Taiwan Semiconductor Manufacturing Company

    Taiwan Semiconductor Manufacturing Company (TSMC) has been a revolutionary company in a critical industry. Yet, what it has achieved is largely under appreciated (despite the fact that if you’re reading this, you’ve likely benefited from their work). Founded in 1987, TSMC pioneered the ‘foundry’ model of semiconductor production, where TSMC create chips for other customers. This is the model that has allowed companies like AMD and NVIDIA to challenge the semiconductor giants like Samsung and IBM.

    8th Mar, 2021

  • Thought Starters

    Results from Stockton's Universal Basic Income Experiment

    COVID has accelerated a number of changes in our society - the rise of online retail, working remotely, adoption of cloud computing. One other change it may have accelerated is universal basic income. Government’s around the world have shielded people from economic shutdowns with direct cash transfers (think Job Keeper and Job Seeker in Australia). For advocates of universal basic income, this gives them a powerful data set to study as they advocate for the benefits of direct cash transfers beyond COVID.

    8th Mar, 2021

  • Thought Starters

    The Digital Transformation of Cars is Just Beginning

    You may not have heard it, but we’re living through a global semiconductor shortage. Perhaps the hardest hit industry is automotive. Demand from the auto industry spiked, just as semiconductor companies like TSMC and Texas Instruments had reallocated their capacity to other, more resilient (they thought) industries.

    1st Mar, 2021

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