**SCALABILITY THINKING #3 : Easy-Peasy in Hindsight (most would counter legitimately), but can’t we be a little more prescient; a little more sure-footed, in our ability to Foresee !!
And this is where the whole conversations with my Mentors started getting REAL and INTERESTING. Meaning – I was able to transfer my excitement – almost everyone was getting it (as to where I was headed) – when I supplied the Commentary with the above picture. What was that Commentary.
Sure-Footed Patterns:
(All Senior Practitioners/Fund Managers I have interacted based on #2 agree there is a probable method to the madness lying there – for us to get a firmer grip on; at least 3 have offered to do more crunching and slicing/dicing of the data set of say last 15 years; and in the coming days will hopefully ADD more MEAT to this (sort of) intuitive discussion flow
All things being equal – let’s say 5 businesses have passed my (our) thresholds, are there parameters that SWING THE NEEDLE the MOST and this give me a better handle on investment decision-making/allocations strategy?
We now bet, there is (and in this pre-set order, too perhaps) (Sticking our necks out again 
)
- If there is strong Industry Tailwind, AND
- The business is improving its Competitive Position (gaining market share), AND
- There is evidence of Operating Leverage at Play (coming in), AND
- We have a great sense of Management INTENT/HUNGER (where do they want to take the business), AND
- We can clearly see Value Migration happening within 2-3 years
More often than NOT (again given all things being equal- all selected business pass all/most of our thresholds) the business that scores higher (qualitatively and quantitatively) on these, the ODDS of success are higher.
We hope to be able expand on these later with combined collaborative power
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