6 Comments
User's avatar
Dr. Milind Madhani's avatar

Absolutely liked it-very informative.

Expand full comment
Market Sentiment's avatar

Thank you.

Expand full comment
Capppppy's avatar

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

Expand full comment
Jean-claude Gaudé's avatar

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

Expand full comment
Anbukkani Perumal's avatar

Thank you for wonderful information

Expand full comment
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.

Expand full comment