Between 3 Jan 2023 and 27 Jan 2023 I posted a series of short LinkedIn‑style observations on market timing, risk, innovation, purpose, valuation, and consumer trends.
It took CDs 20 years to become a $10 billion industry and 2-3 years to fall to $3 billion.
Streaming was stagnant for four straight years till the 2015 boom.
Don’t chase the timing, chase the tide of innovation.
Your risk-taking capacity is different from your risk-bearing capacity.
I have noticed founders have the best appetite for risk.
If it doesn’t bring you: - Peace - Profit or - Purpose Don’t do it.
Timing in the context of investing in a company is indeed an "art" backed by "science".
Let us wait for the process of valuation to take place before making any judgements.
I also invited the community to discuss upcoming global consumer trends for 2023, but did not list specific trends.