Great read, thanks Sebastian. It’s always interesting to read-up on discovery processes. Certainly helps for pattern recognition and to assess future opportunities.
I think it’s btw also very interesting to look at companies where the discovery process has probably topped. I think it’s usually when a company has beocme a Fintwit favourite and the business quality is somehow overestimated by the crowd. Has led to a couple of hard landings. :-)
Great read, thanks Sebastian. It’s always interesting to read-up on discovery processes. Certainly helps for pattern recognition and to assess future opportunities.
I think it’s btw also very interesting to look at companies where the discovery process has probably topped. I think it’s usually when a company has beocme a Fintwit favourite and the business quality is somehow overestimated by the crowd. Has led to a couple of hard landings. :-)