Disruptive X Emergent

A venture firm helping innovators grow human centric businesses to deliver impact at scale.

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Out of Home US Dining: Impact as modelled by McKinsey

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Great ideas - May 20th - It's happening #startups #startup #Founders

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Streaming vs Cinema: AMZN secured rights to premiere seven Indian movies that were initially scheduled for a theatrical release directly on its Prime Video on-demand streaming service. Cinema theaters continue to miss out.

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DxE fuelling the tanks for May 20th ...

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5 post COVID trends emerging in China:

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UK Furloughing: UK had record employment of 76.4% before COVID, with more than 33 million people in the labour force. Now number is 27.9 million

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“Risk-off is about to return in two waves — first bonds, then stocks. Two crashes,” said Michael Gayed of ATAC Rotation Fund and publisher of Lead-Lag Report

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Aviation: Virgin Atlantic Airways Ltd. hired Alvarez & Marsal to advise on a potential administration as it struggles to secure a U.K. government bailout, Sky News reports. #airlines #aviation #economy

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Job losses by sector. Visual courtesy of Bloomberg

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Autotech's Andreev: No bets in micromobility. Unit economics don’t make sense; no barriers to entry. But do we see scooter 2.0 or 3.0 emerging? Will they be embraced by cities because they are kind of a replacement for public transportation? We’re wait-and-see.

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US Employment: Good visual on employment

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COVID impact across industries

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Air Travel: To make judgement call on bounce back look upstream - GE to cut 13k jobs from jet-engine operation, Rolls-Royce to cut 8k jobs, biggest reduction in 30 years, Airbus cutting aircraft production by third, Boeing to cut workforce by 10% and reduce production.

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US Debt: Gulp

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UK bounce back: 2008 -10 bounce back data shows drops and pops of last recession recovery. This time its different but still interesting visual. #economy #bounceback #uk

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Investment Basics: Place emphasis on i) Free cashflow, ii) Sector narrative iii) Path to profitability #investment #investmentstrategies

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Swedish Economy: Two views of Sweden's economic outlook as predicted by Riksbank. Scenario A #economy #recession2020 #Sweden

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Fitness Industry 3/3: One benefit of video workouts is students can see how their bodies are positioned, helping improve their form says MoreYoga's Wilson-Leonard @rossfastuca

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Fitness Industry 1/3: Lockdowns changing fitness industry forever — here’s what to expect: Consensus amongst operators is 25% to 30% of people to go back to only in-person classes, rest working out via online videos reports CNBC research.

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Fitness Industry 2/3: Booking app ClassPass wants tax incentives for corporates to provide fitness classes to employees; Fitternity seen a 200% increase in corp requests, as businesses look to offer staff working from home perks