

#61: 11 Unavoidable Ideas Impacting Society and Business at Every Level
The 11 unavoidable ideas are one of the oldest components of our process. For those of you who have been around for a while, the Unavoidable Ideas are a variation of what we used to call our Node 1 Societal Shifts. These shifts were the starting point for every company we would analyze for our portfolio. At the very top of our funnel, the first filter was this question: Is this company benefiting from or negatively impacted by one of the societal changes that we’ve identified? It increased conviction from the beginning that we had a company that was in the midst of major change, and that is where we wanted our portfolio to be positioned, in monumental change!
Here are "11 Unavoidable Ideas" that are in play right now, and we believe are worth noticing and thinking through at a deeper level. I hope you enjoy it.