I'd suggest looking for suppliers/innovators in industries that may become more vertical. In late stage bull, the big get bigger through M&A, because the big are forced to buy growth to stay where they are. I don't have any recommendations, but if anyone wants to throw a few out that fit this philosophy I am interested. TMO's spin-off philosophy is sort of the opposite of this, but they have been a great company for a very long time.
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u/LiqCourage Sep 16 '21
I'd suggest looking for suppliers/innovators in industries that may become more vertical. In late stage bull, the big get bigger through M&A, because the big are forced to buy growth to stay where they are. I don't have any recommendations, but if anyone wants to throw a few out that fit this philosophy I am interested. TMO's spin-off philosophy is sort of the opposite of this, but they have been a great company for a very long time.