Assessing the Threat of Low Cost Imports
Anyone who has worked deals in the industrial engineered products and components markets in the last decade likely encountered a common diligence issue…
Leading the Witness
Today’s note is a simple – but important – reminder. It’s the old-fashioned echo-chamber: driven by the desire to prove a thesis, over-eager diligence professionals draw confirmatory conclusions by leading the witness.
Problems to Avoid when Forecasting Product, Service, and Technology Adoption as Part of Diligence
An investment thesis often depends on adoption in one form or another (e.g., of a new product, business model, technology, etc.) so we thought it helpful to lay out “best and worst” practices for assessing adoption potential.