- True Innovators investing focuses on companies that create new markets, establishing long-term competitive advantages.
- AI is accelerating the market leadership of True Innovators, creating new investment opportunities in tech.
- Market creators often build powerful platforms and economic moats, driving sustained growth and pricing power.
- Investing in True Innovators offers potential exposure to long-term growth, despite risks like high valuations.
Beyond the Herd: Why Market Creators Could Be Worth a Look
There’s a certain type of person who, upon seeing a long queue, immediately joins it. They assume, quite reasonably, that whatever is at the end must be worth the wait. In investing, this is called following the herd. It’s safe, it’s comfortable, but I’ve always found it a bit, well, dull. To me, the far more interesting question is, who started the queue in the first place? And more importantly, are they selling the tickets?
I think there’s a profound difference between companies that compete in a market and companies that create one from thin air. One is a street fight for scraps, the other is like discovering a new continent and drawing the maps yourself.
