'Cockroach stocks': why bear-market innovators like Anthropic win long-term
menhguin · x · 2026-10-21
The same commentator expands on his investing philosophy: his favorite companies are "cockroach stocks" — ones that can weather a secular downturn while retaining the talent, culture, and processes to keep innovating through bad times. They use the bear market's greatest advantage (time and experience) to prepare for the bull market.
He notes his impression is that Dario (Anthropic's CEO) has been aware of this, implying Anthropic operates on exactly this playbook.
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