This is not 1999, or at least not yet. The strong are getting stronger and new winners are entering a reshaped future. Covid has accelerated tech adoption on an unprecedented scale and while the winners have been broad, not all are equal. Obsessing over the short term is a fool’s game and this new world requires imagination and a deep understanding of the opportunity to assess future value. Short-term investors with simple valuation techniques are missing the bigger picture.

 
Presentation  (34 min)  |  Slides

 
Podcast   (34 mins)

 
Paper(s)
- Sustainability drives success in a ...