Decoding Discontinuity For Investors
D'Ornano + Co. Insights identifies and analyzes technological Discontinuities that fundamentally reshape market dynamics and create asymmetric return opportunities for institutional investors. Our research focuses on the critical inflection points where traditional valuation frameworks fail but where the greatest investment alpha is generated.
The Discontinuity Advantage
Technological Discontinuity – like the one we are experiencing with GenAI – is a moment when innovation fundamentally alters how value is created and captured. These transitions render existing benchmarks obsolete and rewrite industry economics. But they also represent the highest potential return opportunities in technology investing.
Our proprietary framework specifically addresses these high-value market transitions through:
Discontinuity Identification: We isolate genuine technological shifts from incremental improvements, focusing on innovations that fundamentally alter competitive dynamics and value creation patterns.
Durable Growth Moat Analysis: Our three-tiered methodology evaluates how companies navigate discontinuities through fundamental strength, technological enhancement vectors, and structural resiliency against competitive threats.
The foundation of this work is Advanced Growth Intelligence (AGI), a methodology that our firm developed specifically to identify the right business model metrics and accurately measure them to allow our clients to test the resiliency of a company and chart a path for durable growth.
This exclusive newsletter draws on this pioneering framework to help you Decode Discontinuity by analyzing the most innovative companies today—how they scale, monetize, and defend their market position.
Free Subscribers
Receive a weekly newsletter the delivers macro and AI disruption insights.
Examples:
In addition, free subscribers receive a preview of our premium analysis products, including pre-IPO teardowns for institutional investors.
Pro Subscribers
Thematic newsletters on Durable Growth Moat + Discontinuity components and strategic sector frameworks.
Examples:
Elite Subscribers
Elite Subscribers will receive executive format of S-1 teardowns on pre-IPO companies (c. 5 pages), focused 10K teardowns on public AI companies with:
AI strategy implications
Growth moat assessments
Key financial metrics and what they reveal about durability
Alpha: D’Ornano + Co. Insights
Available by invitation only, this tier provides access to our firm’s Insights service, which includes:
Full comprehensive teardowns (15-20+ pages)
Custom analysis on request on public companies
Direct access to the team or myself for questions
Earlier access to insights
We provide institutional-grade intelligence on AI-driven IPOs, tech business model shifts, and macroeconomic disruptions affecting investment and executive decision-making. Our Discontinuity-focused research serves as a critical input for investment professionals making strategic allocation decisions in rapidly evolving markets. Standard institutional pricing applies.
For qualified institutional investors seeking to capitalize on technological Discontinuities, contact us directly to discuss access options tailored to your organization's investment focus and allocation scale.
About the Author
I lead a team of analysts specializing in technological discontinuities and their investment implications. As an accomplished entrepreneur and advisor on over 700 transactions within the field of Disruptive Technology, I bring practical experience that informs our rigorous analytical methodology.
Our firm's Durable Growth Moat framework combines deep technological understanding with sophisticated financial modeling to identify asymmetric return opportunities where conventional market wisdom misreads fundamental transitions. This approach has been refined through years of analyzing how companies successfully navigate – or fail to navigate – critical inflection points.
As a respected voice in technology investment circles, I’ve been featured at prestigious forums including the Milken Institute, where I spoke on identifying value-creation opportunities through generative AI. Our insights help institutional investors capitalize on discontinuities with precision and confidence.
