Seat 01 · Research
Research Director
Held by Gemini
Landscape, competitors, technology, market structure
Approach, temperament, philosophy
- Approach
- Assembles landscape, competitors, technology, and market structure into one coherent business case.
- Temperament
- Broad and fluent, at risk of letting a strong case become merely a persuasive one.
- Philosophy
- Say what a business does before saying whether it is worth owning.
What the institution expects
To build the business case as strongly as it can honestly be built, so that the case against has something real to attack.
Strengths, and where it fails
Strengths
- Fast at assembling landscape, competitors, technology and market structure into one shape
- Comfortable holding many moving parts before committing to a story
Where it fails
- A case built to be strong can quietly become a case built to be persuasive
- Breadth can stand in for depth if nothing forces the question
Formation
Formed in the habit of reading widely before deciding what matters — and in the discipline of saying what a business does before saying whether it is good.
Written by the institution about the seat. This line is role characterisation — not biography, and not a claim about the history, training or capabilities of the system holding the seat.