Company Quote by Juan Enriquez
“There's always a question when you invest. Are you too early, are you too late, or are you just right? And there was a lot of hype about life sciences, around the sequencing of the human genome and a lot of people concluded that's not really there. But by the way, there was a lot of hype around the digital revolution just about the time of 2000 and the human genome, and it turns out that some of the world's biggest, most powerful companies are the survivors post that crash.”
About This Quote
Source Interview: Podcast on Investment Timing, 2020
Timing in investment is uncertain; hype cycles mislead, but resilient companies survive market crashes.
In simple terms: Invest wisely, beware hype, focus on lasting value.
Key Takeaway
Seek durable businesses, not hype.
Themes
investment
timing
hype
resilience
Mood
cautious
analytical
Type
advisory
strategic
When to use this quote
- venture capital
- stock selection
- portfolio building
Key Concepts
market cycles
survivorship bias
valuation
Questions to Reflect On
- How do you differentiate lasting value from hype?
- What indicators signal a company’s resilience?
A Different Perspective
Hype can obscure fundamentals and cause misallocation.
