Thought26 Aug 2024 12:04
We all know the good things Cap has going for it, the world leading tech, partnerships with world leading manufacturers/distributors, a key company in a greatly expanding market, industry expert DR Cooley on board and pumping his own money in to Cap signalling strong confidence in Cap’s future etc
I’m curious, what negatives do people here see as obstacles that Cap needs to overcome to be successful? And what has/is Cap doing to overcome these obstacles?
What i’m basically after is Munger’s method of inversion - What are all the ways Cap could screw up and what are they doing about it.
Greatly appreciate anybody’s opinions on this. Despite the fighting between traders and value investors, you seem like a good bunch of knowledgeable people.