15/n John Malooly of Wasatch Ultra Growth fund on creativity:
16/n Paul Moroz @Mawer_Invest on the importance of creativity in idea generation:
@Mawer_Invest 17/n In investing you can't differentiate yourself being numerate, you can differentiate yourself being creative H/T @eboroian
@Mawer_Invest@eboroian 18/n You need to be creative to succeed as an investor in the current data-driven world. If your investment approach is rules-based, it's just a matter of time until you will be replaced by a computer. institutionalinvestor.com/article/b1j2j2…
My simplistic view on Adobe deal: they can’t innovate organically so plugging the lack of innovation with capital. Not good looking for their culture and leadership which are core LT value drivers 🤷♂️
What a good company does: Microsoft organically built Teams and annihilated competition
Btw if they can’t innovate organically what makes you think they will be a good owner for Figma?