Posts in category: The Zen Innovation Investor

Starting from Abundance, Economic Cycle Impact 

We define abundance for companies as having growth prospects, robust margins, and high returns on capital. Many companies are founded on this goal, and it is a great goal that will benefit shareholders in the long run?

Integrative Thinking: Investing in Transformational Change

More Prior Era Reflections & Party Like It’s 1995

Looking For Mastery in the Business Model

Profits in Vogue

Transformational Change and the Emotional Swings

Dependencies, AI Speculation & Bent Over Backwards

Building Long-Term Value – Big Tech and Growth

Valuing Innovative Companies

Proven Business Models and the Tie to LT Value Creation, The AI Hype Cycle and Infrastructure