Just seen a brewdog in one of Dublinās nicest areas. Near google an area @Viktor knows. Also been informed firsthand they have a spot in Riga. Revolut-esque growth 
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Brewdog is massive. They have pubs in Australia and even a brewery in the US. You can buy their flagship beers in most continental supermarkets in europe as well.
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Ye an American today told me about their US operations as well as Riga. I omitted that. Iāve been to one in clapham but it was a Sunday (technically a Monday) at 1am a day after the World Cup final (football) so I canāt really make a judgement
Fair play to those invested! Good luck
Tell me more about Riga!
You can still invest in Brewdog in their website, Ā£25 a share though.
Any investors in Monzo or Revolut in the community? Was wondering if anyone had any opinions on when the next funding rounds may be announced or the potential valuations and round size? Potential returns from these two now very large given it was a few years ago when they undertook their first crowdfunding rounds and I know previously Revolut offered the option to investors to liquidate returns.
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Iāve not seen any news from Monzo. I would expect one more from Monzo before IPO though.
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I have to admit Iām dubious about these supposed multi billion dollar companies where that valuation has basically been pushed up there by round after round of funding, yet who still make a loss
At some point they need to stop burning cash and start piling it up.
Theyāll most likely get there in the end, I just donāt like the idea of investing at such a high valuation when losses are still increasing
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I disagree. Many companies could run a profit but decide to focus on growth. Amazon did not make a profit for years after floating. Neither did Facebook
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Looking at a graph Amazon has only made a loss in 6 quarters out of the last 40. Sure they focus on growth and donāt make huge profits, but they arenāt burning cash like itās going out of fashion
and their valuation only really skyrocketed after they started making regular profits
Facebook has been profitable every year since it floated
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Itās my opinion that a revolut fundraising round is imminent.
There have been some interesting filings on companies house.
Also they were marked as ineligible for the seeds secondary market this month. This is usually only done when a company is raising imminently and is the first time I remember revolut being ineligible. They are close to 10million users. Maybe they announce new fundraising along with hitting 10m milestone.
Their growth has been impressive. I remember reading at the time of their last raise that the aim was 100m customers in five years, at the time they had 2m and it sounded outlandish to me, but they are well on their way.
Iām trying to buy shares in draper esprit since they invested ~10m in revolut at last round and I dont think current value is reflected in draper esprit NAV. I expect a valuation $7-9bn
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The social capital guy Chamath Palihappitiya talks about a VC bubble with 'ponzi schemeās like practices where the aim is growth at all costs and ideally accelerating growth to justify higher valuations to make the invested VC look good when a company raises further allowing the initial VC to raise more funds and increase AUM and increase fees.
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I think the growth at all costs approach end up with situations like Uber and Lyft, where valuation has been pumped sky high but itās not clear theyāll ever be profitable
Oh, and WeWork is the obvious mega failure 
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Iād agree with this as the evidence is stacking up and there has been a lot of media coverage about a potential round - especially with it being over 18 months since they last raised.
Interestingly, there was a lot of talk about them raising a large round from Softbank, however Iām not sure if the WeWork situation may have changed things.
I think (hope!) the valuation will be towards the higher end of your range.
Wow thank you for sharing this. First time I heard him speak. He seems really impressive and knowledgeable. Him & Jeffrey Gunlach are now my 2 favourite ppl. Oh and Sven Henrich.
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No, it would not make sense. Because Monzo is still several years far from IPO, so it wonāt be caught in the economic downturn you worry about. Moreover, early investors got in at GBP 0.5, 1, 2.5. Now, Monzoās shares are priced at GBP 13. Customer base is 3.5M and they are expecting to reach 7M customers by next year.
They have no immediate need for cash so not sure why they would do it other than to ādisplayā their current valuation and itās a nice marketing exercise. Canāt see one required until at least Q3 next year or beyond. Thereās a strong link between Monzoās customer numbers and Monzoās share value ($1000 per customer) - happy to argue the toss on that one. This suggests they will be worth $4bn at the end of Q1 next year and, assuming 7m customers then $7bn at the end of next.
It strikes me that Monzo arenāt even trying to increase numbers at the moment (theyāve had some customer support woes) - very little evidence of marketing spend currently and they seem to just be relying on organic growth (just below 40K a week). When they turn this up, when they expand abroad, it could go nuts (donāt know if US will be successful but plenty of other countries for some serious headway). I just donāt know why you would wait to get in!
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eFoldi, the producer of a compact (fits in plane hand luggage), road legal (competitors arenāt), fast (8mph vs competitors 4mph) and safe mobility scooter is back on CC in private. Theyāre going live tomorrow.
They have 100% delivered since their last raise with revenues rising from nothing to Ā£2.3m and on a 15% margin.
Raising to push further into the UK (incl TV adv on which theyāve seen great returns) and to launch into the HUGE US market.
Iām super keen on this one.
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Hello, could you please share the link? I have registered my interest and I invested in the previous round but somehow I didnāt receive the invitation.
