How do you scenario-plan investments when macroeconomic and technological disruptions occur continuously?

Uncertainty is a permanent feature of financial markets, whether driven by pandemics, inflation spikes, financial crises, or technological revolutions. Rather than attempting to trade around short-term macroeconomic noise, our approach is to identify businesses so durable that an investor could comfortably hold them if the stock market were closed for a decade. Companies with wide competitive moats, superior balance sheets, and pricing power consistently survive disruptions and emerge in stronger competitive positions.