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Arnaud Cosserat and Rick Mercado - Researching Resilience

The Business Brew

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Managing the Multiples Contract

COVID is focused on the quality drivers behind a company. If there was something that would actually impair one of those quality drivers, you could see us quite quickly because for us, that's when the thesis breaks. And yeah, and sometimes it's not bulletproof, but we're doing our best. It's been an interesting time to analyze what's going on in the world. All crises are extremely interesting to measure the quality of the companies and the way they can react to this. But suddenly it also makes a sense of noise and it's difficult to know if it's a signal or noise,.

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