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Housing · Regulatory crackdown on Airbnb creates structural tailwind for professional apartment hotel operators
now playing · Housing
Digital Marketplacestailwindscore 8/10jon uriarte
Marketplaces with negative working capital win by expanding to underserved geographies with frugal execution culture
Marketplace businesses that collect payments before paying suppliers (negative working capital) are inherently capital-efficient; the winning strategy is rapid international expansion into…
Housingtailwindscore 8/10jon uriarte
Regulatory crackdown on Airbnb creates structural tailwind for professional apartment hotel operators
Stricter regulation on peer-to-peer short-term rentals is constraining supply while travel demand grows structurally, creating a favorable environment for licensed, professional apartment h…
Venture Capitalmixedscore 7/10jon uriarte
Professionalizing from angel investing to institutional VC requires team building; venture builder model shows early success but founder focus dilution is a key risk
Transitioning from informal angel investing to a professional VC fund (Oyon Ventures, €300M AUM) requires hiring investment professionals and standardizing processes; the venture builder mo…
Sports Businesstailwindscore 7/10jon uriarte
Member-owned football club professionalized via OKRs, strategic planning, and CEO delegation model
Athletic Club, a member-owned football club, is implementing corporate governance practices including long-term strategic planning, OKR-based management with monthly reviews, and a clear se…