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.
Informative & interesting .. wonder what effect ai and tech innovation will have on the rationale over next decade
Thank you. I think these companies can pivot effectively (look at GE)
And acquire their way out of any disruptive innovation perhaps ? The advantage of deep pockets
D'abord surpris au début de lecture puis convaincu par les arguments. Vraiment surprenant! Bravo
Thank you for wonderful information
:)
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.
Haha.
Exactly our idea behind Rebound Capital :)
Absolutely liked it-very informative.
Thank you.