#2 Exploring the Nature of Value for Businesses and Investors - Nick Gogerty




Momenta I Digital Thread show

Summary: Nick Gogerty I A college major in cultural anthropology, MBA, investor, hedge fund analyst, entrepreneur, academic – to analyzing the nature of innovation, competition and the life cycles of companies and industries, Nick Gogerty has a unique baground. Our conversation explored how his research into survivability of companies led him to seek out first principles – a framework to apply to investing at any stage of a corporate life cycle. Nick’s work is relevant for anyone that’s involved with strategy, investing and entrepreneurship, and our discussion touched on how experience curves impact price/performance in emerging industries, the “Paradox of Growth” and how innovative criteria lead to success or failure. He also spoke about SolarCoin, which he co-founded, and his thesis about the coming clean disruption of energy and transportations.