I’m catching up a little late, but this was a great breakdown. Love the point about using different tools for each stage—too many people try to force every company into the same model, and then wonder why their results are so hit or miss.
Also really appreciate the reminder that you don’t have to be dogmatic about style. Sometimes the best opportunities are in spots other investors ignore because it doesn’t fit a strict “growth” or “value” label.
The lifecycle lens is useful for staying flexible and not getting stuck when one part of the market cools off. Good stuff.
Check out this multi bagger idea - quick read
I’m catching up a little late, but this was a great breakdown. Love the point about using different tools for each stage—too many people try to force every company into the same model, and then wonder why their results are so hit or miss.
Also really appreciate the reminder that you don’t have to be dogmatic about style. Sometimes the best opportunities are in spots other investors ignore because it doesn’t fit a strict “growth” or “value” label.
The lifecycle lens is useful for staying flexible and not getting stuck when one part of the market cools off. Good stuff.
Perhaps in the future when pitching a stock, you could add this checklist of 5 points in the analysis?