“It ain’t what you don’t know that gets you into trouble, it’s what you know for sure that just ain’t so.” ~Mark Twain An often-referenced truism in competitive analysis is “first mover advantage.” Analysts often suggest this company advantage is virtually insurmountable, thinking the race to scale matters most in determining winners and losers. Amazon is the primary example used as supporting evidence, inspiring copycats who seek to pursue what Netflix founder Reid Hoffman c

The recent surge in market volatility and accompanying sell-off presents an opportunity for long-term investors willing to stomach short-term angst. The prospect of weaker economic growth will cause those businesses with financial strength and strong R&D capabilities to be prized even more. Meanwhile, ongoing trade negotiations may eventually result in lower trade barriers globally. Investors should look through geopolitical noise and not lose sight of key long term growth tr