The Logo was inspired by the logistic function of the S curve which is how we look for investment ideas, strategists and themes.
“Change before you have to”
The logistic function can be used to illustrate the progress of innovation through its life cycle. Historically, when new products are introduced there is an intense amount of research and development which leads to dramatic improvements in quality and reductions in cost. This leads to a period of rapid industry growth. Some of the more famous examples are: railroads, incandescent light bulbs, the Ford Model T, air travel and computers. Eventually, dramatic improvement and cost reduction opportunities are exhausted, the product or process are in widespread use with few remaining potential new customers, and markets become saturated.
