Authentic ESG: A Competitive Advantage
ESG: A competitive advantage, not merely a compliance exercise.
Effective Board Governance
At the intersection of companies, their boards and investors, there is an aligned objective of success encompassing a broader range of perspectives that can sharpen the acuity with which to critically examine the internal and external environment and make better choices appropriate to the circumstances faced.
Impressive Compounder, flying under the radar.
In keeping with our 72 brand, we love discussing compounders. This next business doubled in size every 2 years for 28 years. 72 divided by 36 compound means doubling every two years.
100 Baggers
The holy grail is the 100-bagger; a stock that returns $100 for every $1 invested. They may seem impossible to pick out, but definite patterns emerge when studying these companies more closely.
Industry 4.0 – The Digitisation of Everything
Industry 4.0 and the latest megatrend: the digitisation of everything. Much of the innovation we’re seeing today is a result of the fourth industrial revolution where digitisation has revolutionised the manufacturing industry.
Ecosystems
Business Ecosystems encompass the entire network of organisations —suppliers, distributors, customers, competitors, government agencies, and so on — involved in the delivery of a specific product or service through both competition and cooperation.
What’s not to love?
Bold and strategic leaders are finding ways to suceed and investors with clear-eyed optimism about growth will find those winners and support them.
Why Invest in Unlisted Companies?
You only have to look at successful unicorn companies to see why early relationships and investments can offer mind blowing returns.
The Most Expensive Words in Investing
If the words "I’ve missed it" are the most expensive words in investing, then the second most expensive words are "I’m waiting for the pullback". The below extract from REQ Capital’s August newsletter does an incredibly good job of encapsulating ...
Getting Comfortable with Uncertainty
The more I think about it, the bottom line is clear: The world is an uncertain place Its more uncertain today than at any other time in our lifetimes Few people know what the future holds much better than others And yet, investing deals ...
