Macro Trends, page-157

Wanna share this thought from a psychologist’s point of view. The reason I like ISX and PAR is that they share a similar narrative with similar traits. Two small and under the radar companies that have been in development for years building their FinTech assets and BioTech assets with full knowledge that they will profit because they are so confident with their innovation. They ignore negative news and won’t allow doubts to creep in where instead they think about when they enter the marketplace with their assets and leveraging news stories going on around the world to add credibility to the technology you are building. In a way it is creating the world for them to continue their existence. For ISX, you have the GFC that gave birth to FinTech. Engineers start building, it takes years and we need more banks to screw up with compliance because one day, when they don’t realise, we will take over. They know the assets they have built will work. And they know how they will make money.

The opioid story has created a mood of distrust and harm of big pharma companies amongst pain sufferers. Millions die each year from opioid dependence. But there is currently no other treatment. That’s when PAR comes onto the scene. A repurposed drug with no human side effects that provides pain relief for sufferers. It’s a drug that is cost effective, that needs yearly injections instead of daily tablets. There millions of sufferers that can benefit from this drug.

Then you have ISX. This company where people don’t really understand it unless they have knowledge of why it came into existence. The news stories I’ve been posting paints a larger FinTech play here of why ISX has a higher probability of surviving the coming years and why we need them to move us into the new digital revolution.

Its the scale of the narrative that attracts me to these companies. ISX and PAR are under the radar companies I’ve been looking at that shows traits to be able to snowball into large companies with the added bonus that they have a real fundamental purpose for our everyday economic and biological survival.