Sensitivity to initial conditions guides translating the future.
Lost in translation
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Metamorphosis of the media
Who will capture the 288 million subscriber opportunity?
Materialise has plumbed the depths
After plumbing the depths, the upside asymmetry is extreme.
Protolabs is sculpting the supply chain
There is a strong case for growth to accelerate into mid-decade.
Gold is eyeing a breakout
Large resource discoveries offer upside asymmetry in gold.
Top sector to stay in the flow
The duration of the upcycle is likely to surprise the market.
Eyeing opportunities with the “DuPont Factors” lens
The DuPont Factors illuminate the opportunity set.
The upside down
Mr. Market is a price taker today on liquidity grounds alone.
It is wise to view internal controls
It is wise to look for disclosures of material weaknesses.
Medtronic is a no-brainer
Medtronic stands out as an asymmetric risk/reward opportunity.