Fear or Complacency.
Our search for investible change
Fear & Complacency are the two main corporate states leading to change. Our focus is to find change.
Fear driven businesses have a healthy paranoia that drives them to improve and innovate. In other words, to invest. Complacent companies are defensive and focused on the near term. In other words, to protect.
These are non-stable equilibriums, leading to change, opportunity and exciting investments.
