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Special: Ho Nam from Altos Ventures — A Different Approach to VC
Acquired
Safety Lies in Resilience
Market reactions can lead to exaggerated perceptions of risk, especially during crises. Historical examples show that even well-regarded companies can face drastic declines, yet their core value and market position can remain intact. For instance, despite the apparent threats during the Coca-Cola incident and the 2008 financial crisis affecting companies like Select Comfort, substantial underlying strengths may still provide a significant margin of safety. Investors often overlook this resilience, underestimating the potential for recovery based on foundational brand strength and market leadership.
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