Things have been pretty damn tough for Revasum over the last few...

Things have been pretty damn tough for Revasum over the last few years, and no doubt the company has been pushed close to the precipice.
That, in itself though, may be a blessing, if they find a way through it ( in the form of new suppliers, new management, co-manufacturers , SiC Macro trends ( EV, 5G ), new strategy and divine intervention in the form of Biden and the CHIPS Act ), this may well be the inflection point for Revasum and the making of the company.

Some thoughts from a wiser thinker than me.

The Wall Street Journal recently published an article about the best performing stocks over the last 30 years and the professional stock pickers who picked them. Most of the best performers were names you would never have heard of, including a US animal feed firm that has grown its stock price by 107,099% since 1985.

More interesting, was that every one of these star-performing companies had been caught in a dramatic death spiral at some stage in the last 30 years. Nearly all were potentially going out of business in the face of a catastrophic failure.

What the shrewdest stock pickers betted on, was the idea that if a company went into rapid decline, it either crashed completely or flipped into a dramatic upswing and turned into super-stocks. There was no middle ground. Amazing growth or death. Simple as that.

The real headline grabber was that the report concluded that a company had to have a near death experience in order to become a super performer. In other words you had to fail (and badly!) in order to succeed.

There is a long list of super-performing companies who have done just that; Apple, Marvel, Lego, Ryanair, General Motors, Netflix. All have suffered near death experiences and then surged.