Thesis-based Investment or Theme-based Investment

One of the worst mistakes companies make when pursuing innovation-led growth is to sink their money into various investments without knowing why, beyond just ‘it’s a cool technology that can disrupt us’ or ‘it’s the board’s pet project’. Yes, this sounds like the world’s most obvious mistake to avoid, but in our experience, we’ve seen […]
The Innovation Thesis and its Structure

President Kennedy’s address to the joint session of the US Congress on May 25th 1961 can be viewed as the start of the space race: “… I believe that this nation should commit itself to achieving the goal, before this decade is out, of landing a man on the moon and returning him safely to […]
Why Now? Why Us? A Radically Rational Guide for a Winning Business Strategy

Deciding on which strategic option to pursuit comes from understanding if the timing is right to act and if your comapny is in the best position to succeed in with that strategic option.
Three Things to Consider When Developing an Innovation Strategy

The process of developing a strategy in companies pre-pandemic was nothing more than an exercise in incremental adaptation of last year’s plan. The pandemic proved that the strategy development process needs to be more dynamic if the companies are to be able to swiftly adapt to new conditions when they arise. Furthermore, strategic planning is […]