It’s all in your pocket and this is changing the world.
All these things dropped into your pocket 10 to 15 years ago in the West. In emerging markets it is happening today.
Smartphones in these markets are changing from toys of the rich to essential business tools for the working class. As this happens, new business models become possible and new entrants are able to take dominant positions in big sectors of the traditional economy.
This is what we invest in – new ways of trucking, warehousing, courier service, social sales, all of it enabled by this new infrastructure that fits in a pocket.
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If you want to invest with us, please connect on LinkedIn or email [email protected] [[email protected]].
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