My partner Albert likes to say that “change creates information.”
I have seen this a lot recently in our portfolio.
A change in leadership, a change in strategy, a change in cost structure.
Doesn’t really matter what it is, it can tell you a lot about what is going on in your company.
Making changes is painful and so it’s understandable that we all avoid change.
But if you can’t understand what is going on and you want some more visibility, make some changes.
You will learn a lot.