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Scott Davis & Rob Wertheimer - Lessons from the Industrial Titans - [Invest Like the Best, EP.324]

Invest Like the Best with Patrick O'Shaughnessy

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The Importance of the Flywheel Concept in Tech Investing

Software companies should trade at a premium to industrial companies. There is real alpha generation in the software industry, but people are not engaged enough in the story. The flywheel concept is important and understanding if a company is a movie set or not is crucial. Most disruption is well telegraphed, so companies must be willing to pivot and gravitate their portfolios. Brian Jelson started making software acquisitions a long time ago, and it took the marketplace a long time to understand their real value.

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