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From Accumulation to Maintenance: The Most Misunderstood Investor Journey

Most investing stories are told through outcomes — returns, CAGR, milestones. But portfolios are not built in outcomes. They are built in phases . This is not a story of extraordinary returns. It’s a story of surviving the most dangerous parts of investing: boredom, delayed feedback, and restraint. And why the phase that looks like “nothing is happening” is often where everything is decided. Phase 1: The Silent Years In the early years, the portfolio followed a disciplined ac

Jan 63 min read

AI readiness questionnaire that helps teams make informed, defensible decisions before investing in AI

Do You Really Need AI? A Practical Decision Guide for Real-World Use Cases

Artificial Intelligence has become a boardroom priority—but not every problem needs AI. As organizations rush toward predictive models and generative AI co-pilots, a critical question is often skipped: Do we actually need AI for this problem? Many AI initiatives fail because the problem, data, or organization isn’t ready. That’s why we created a playbook-aligned AI readiness assessment —modelled after the governance frameworks established by ACT-IAC ( www.actiac.org ) —to h

Dec 31, 20253 min read