Why 'what if...' is the most vital question for investors

In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Kirsty Gibson about navigating stock market volatility as a growth investor. Kirsty emphasizes the importance of focusing on long-term potential by identifying great businesses and understanding the motivations and adaptability of their management teams. The discussion covers examples like Ginkgo Bioworks, which successfully adapted its business model, and explores the contrasting views on the metaverse, highlighting Niantic's focus on augmented reality that encourages real-world engagement. Kirsty also discusses Zipline, a drone delivery company transforming logistics in Africa and expanding into the US, illustrating the positive impact of innovative solutions on healthcare and everyday convenience.