Member-only story
Are you boring your Investors? Here’s how to tell.
This article was co-authored with Alex Van Putten of Cameron & Associates
It isn’t hunger for short-term results. It’s not about meeting every number. It’s not about never being surprised. What investors really want is to see evidence that you are using your imagination.
When all around you are retrenching…
We are once again at that unenviable part of the business cycle when uncertainty looms high, the spigot of easy money has suddenly been shut off and as Warren Buffett famously said (in his annual letter to shareholders of Berkshire Hathaway In 2001), “we’ll see who has been swimming naked.” What’s going to happen is predictable.
Companies that only recently were talking big plans for innovations like the metaverse are now touting their commitment to “the year of efficiency” (looking at you, Meta). All that innovation nonsense? Bah, humbug — we’re back to the core, back to repeatable and predictable business and jettisoning all that silly exploration of ‘what’s possible’ stuff. Take on uncertain investments? No ma’am, we’re strictly back to grinding out the day to day. For our take on the negative consequences of this behavior, see this article.
