Thesis-based Investment or Theme-based Investment

Posted by Dan Toma
On 23/06/2023

One of the worst mistakes companies make when pursuing innovation-led growth is to sink their money into various investments without knowing why, beyond just ‘it’s a cool technology that can disrupt us’ or ‘it’s the board’s pet project’. Yes, this sounds like the world’s most obvious mistake to avoid, but in our experience, we’ve seen […]

The Innovation Thesis and its Structure

Posted by Dan Toma
On 14/06/2023

President Kennedy’s address to the joint session of the US Congress on May 25th 1961 can be viewed as the start of the space race: “… I believe that this nation should commit itself to achieving the goal, before this decade is out, of landing a man on the moon and returning him safely to […]

Why Now? Why Us? A Radically Rational Guide for a Winning Business Strategy

Posted by Dan Toma
On 10/08/2022

Most corporate strategies, if they are developed well (and from our experience that’s a big IF), are great at giving a direction for a company’s efforts for the foreseeable future. In essence, they are great at explaining where the company is heading and what it wants to achieve. When Netflix made the transition towards streaming […]

Stop Chasing Unicorns

Posted by Dan Toma
On 20/09/2021

Ever since the whole frenzy with corporate innovation started back in 2010 countless millions have been spent by corporations around the world on a variety of innovation-driving vehicles. Some companies were driven by the fear of disruption, others were driven by the pursuit of higher return multipliers. Regardless of the reason, a significant group of […]

Building bold strategies, one hypothesis at a time!

Posted by Cris Beswick
On 16/06/2020

With an abundance of global reports and surveys outlining the continued challenges faced by organisations in their quest to innovate, the single biggest issue we still see leaders make is not creating absolute clarity on strategy. And if you subscribe to the notion of “tomorrow’s prosperity is dictated by today’s leadership decisions” then innovation has […]

Defensive vs. Progressive transformations

Posted by Dan Toma
On 05/05/2020

Most corporations in need of transformation are complex organizations. This complexity was built in decades of focusing on optimizing the core business. With complexity people tend to lose sight of the big picture and become specialized. Hence the problem they see in front of them looks like the most important and urgent, while everything else […]

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