10 Comments
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Capppppy's avatar

Informative & interesting .. wonder what effect ai and tech innovation will have on the rationale over next decade

Market Sentiment's avatar

Thank you. I think these companies can pivot effectively (look at GE)

Capppppy's avatar

And acquire their way out of any disruptive innovation perhaps ? The advantage of deep pockets

Jean-claude Gaudé's avatar

D'abord surpris au début de lecture puis convaincu par les arguments. Vraiment surprenant! Bravo

Anbukkani Perumal's avatar

Thank you for wonderful information

Espresso James's avatar

Thank you. Interesting to think about.

Looking at the 2020 drawdown, it seems like the best time to invest in Lindy companies is at the bottom. Which makes sense, as the ability to survive the bad times is the key overlooked feature of Lindy companies. It's interesting that they sold off more than younger companies in the 2020.

Market Sentiment's avatar

Haha.

Exactly our idea behind Rebound Capital :)

Dr. Milind Madhani's avatar

Absolutely liked it-very informative.