2.11.2026

Why We Don’t Chase the Next Big Thing

We don’t chase trends. We build patiently, invest wisely, and let steady fundamentals, not hype, create durable, compounding businesses.

If you are looking for someone to sprint after every shiny object, we are not your people. We build patiently, compound deliberately, and let boredom be a feature, not a bug. That might sound unfashionable in an age of daily hype cycles, yet it is exactly how durable companies are made.

We operate as a holding company, investing capital, time, talent, and technology with a clear bias toward initiatives that can stand on their own legs when the spotlight moves on. In other words, we prefer engines to fireworks. Engines get you home every time.

What We Mean by Not Chasing

Not chasing the next big thing does not mean being anti-innovation. It means being anti-whiplash. It means resisting the reflex to pivot every week, rename the company every quarter, and rebuild the product every time a new acronym starts trending. We want momentum, not motion sickness. We want to be the team that is still shipping in three years, not the team that peaked in a demo.

The habit of restraint is an edge. When the market gets loud, discipline creates clarity. We ask simple questions that tend to survive the noise. What is the customer’s recurring pain, in plain language? Can we measure that pain? Can our solution reduce it today, not in a hypothetical future where all the stars align? If the answer is yes, we keep going. If the answer is a theatrical maybe, we keep walking.

The Gravity of Fundamentals

Chasing trends is easy because trends feel like a head start. Fundamentals feel like work because they are. The magic is that fundamentals eventually become compounding. Margins widen, processes simplify, and customers return out of habit. That habitual return is not glamorous, but it is the difference between a business and a project.

Product-Market Truth

We look for problems that sound boring at first and stubbornly refuse to go away. The kind you can describe without jargon to your smartest friend and your most practical aunt, and both nod before the second sentence. When the user story is simple and the value path is short, truth gets a chance to do its job. We care more about that quiet truth than about the loud novelty of a fad.

Unit Economics That Breathe

Healthy businesses inhale revenue and exhale cash flow without hyperventilating. We inspect contribution margins, payback periods, cohort curves, and the sensitivity of those curves to realistic stress. If slight winds topple the model, it is not a model, it is a guess in a tuxedo. We prefer numbers that can walk up a hill and still look confident.

Time as the Sharpest Edge

Time exposes what hype hides. If a thesis only works at maximum zoom, it is probably not a thesis. We ask what the business looks like in thirty six months of regular weather. Not the perfect quarter when the world behaves, but the average year when it does not. We design for average years, so that the good years feel like a bonus, not a lifeline.

Patience is not passive. Patience is active selection. It is choosing to spend today improving onboarding copy, tightening a payment flow, or teaching a system to alert you before servers sneeze. It is the slow, satisfying feeling of a machine becoming smoother because you kept your hands on the right bolts.

Talent, Culture, and Calm

Talent builds the engine. Culture keeps it from rattling apart. Calm lets everyone hear the rattles early enough to fix them. This is not a monastery, and we enjoy wins as much as anyone. We just do not want a workplace that treats adrenaline as a business model.

Hiring for Adults, Not Mascots

We hire people who can write down their thinking, argue like scientists, and carry work across the finish line without cheerleaders. We admire curiosity paired with judgment. The best teams look like a band, not a parade. Everyone plays something specific. No one tries to be the tuba and the triangle at once.

Meetings That End Before the Coffee Cools

Time stewardship matters. We keep meetings short, documents clear, and goals legible. If a meeting needs to stretch, the problem is usually upstream in the brief. We fix the brief, then the calendar fixes itself.

Technology as Leverage, Not Idol

We love technology because it multiplies human effort. We do not worship it because idols demand sacrifice and offer very little back. Tools are evaluated by their ability to reduce toil, increase accuracy, and extend reach. If a tool mostly creates new dashboards to stare at, it is entertainment disguised as productivity.

Our bias is to automate bottlenecks that humans dislike and to preserve the work that requires taste and trust. A system can sequence tasks and whisper signals; it cannot feel what a customer actually needed but did not say. That is our job. We build software that respects that dividing line.

Capital With a Memory

Capital is not clever on its own. It becomes clever when it remembers context. We deploy dollars where they add predictably to the resiliency of the whole, not just to surface-level growth. When given a choice between a flashy vanity metric and a boring cash register that keeps ringing, we will pick the bell every time. The bell sounds better at year five.

Capital with a memory also means we avoid paper castles. We do not count potential until it learns to pay rent. We mark progress in customer retention, margin stability, and the number of problems a team can now solve before lunch compared to last quarter. It is not poetic, but it is fair.

Capital With a Memory
A practical view of how durable businesses “inhale revenue and exhale cash flow”: start with revenue, subtract the real costs that matter, and end with contribution margin you can trust. (Example numbers — replace with your own.)

How We Decide to Move

Decision making is a craft. We avoid drama and look for asymmetry. What is the worst reasonable outcome if we try this, and can we recover gracefully? What is the best plausible outcome, and does it compound? If the downside is a bruise and the upside is a staircase, we climb. If the downside is a cliff and the upside is a selfie at the top, we pass.

Filters We Actually Use

We like problems with recurring triggers, buyers with clear budgets, cycles that fit real calendars, and delivery that can be performed by regular people after good training. We like models that do not collapse the moment a partner is delayed, a platform policy shifts, or advertising prices fluctuate. We like pricing that does not require poetry to justify itself.

Signs We Gladly Ignore

We ignore volume for volume’s sake. We ignore fads that need constant re-explanation. We ignore metaphors that hide weak logic, the sort that confuse speed with direction and noise with demand. When the conversation needs ten slides to define the market, the market probably needs time to exist. We can wait, and while we wait, we build where demand is already alive.

The Compounding We Care About

Compounding is not magic, it is maintenance. It happens when small pieces keep getting better, together. A cleaner ledger makes a faster close, a faster close gives better visibility, better visibility improves inventory planning, inventory planning elevates delivery times, and delivery times lift satisfaction. That chain is not glamorous on social feeds, but it is how you end up with a business that snaps into focus.

We try to leave every system slightly tidier than we found it. The payoff is cumulative reliability. Customers feel it even if they cannot name it. They leave reviews with phrases like easy, consistent, and finally. That is our favorite kind of marketing.

The Compounding We Care About
Compounding is maintenance: small improvements that reinforce each other until the whole system becomes quietly reliable. This table maps a practical chain from “tidier systems” to “customers feel it.”
Compounding link How it compounds Signals to watch Keep it going
Cleaner ledger → Faster close Fewer “where did this number come from?” loops means finance closes without heroics, and the business stops flying blind. Close time, % reconciled automatically, number of manual journal entries. Weekly reconciliations, clear ownership, fewer exception paths.
Faster close → Better visibility When numbers arrive on time, teams can act on reality instead of narratives, and small issues get caught early. Reporting lag, forecast error, anomaly detection lead time. Standard dashboards that answer real questions (not “more charts”).
Visibility → Smarter planning Better inputs make planning less theatrical: fewer surprises, fewer emergency pivots, and more stable decision-making. Plan vs actual variance, lead-time accuracy, inventory/backlog alignment. Monthly planning cadence with documented assumptions.
Planning → Better delivery Fewer handoffs and clearer priorities reduce churn. Delivery times become predictable, which is a competitive advantage. Cycle time, on-time delivery %, incident rate, support volume. Tight work-in-progress limits and clear “definition of done.”
Delivery → Higher satisfaction Predictable experiences reduce customer effort. Customers stop “managing you” and start trusting you. NPS/CSAT, time-to-resolution, repeat tickets, churn signals. Weekly quality review; fix the top recurring annoyances first.
Satisfaction → Retention & margin stability Loyalty survives new trends. Stable retention reduces acquisition pressure and lets margins “breathe” over time. Retention/NRR, gross margin %, CAC payback, support cost per customer. Keep a “top 10 friction list” and burn it down every quarter.
Make it measurable: pick 1 metric per link and review it on a steady cadence. If you can’t explain an improvement in one breath, it’s probably not compounding—it's just activity. A good default is to track cycle time, retention, margin stability, and a simple “top friction” list.

Why Boredom is a Superpower

Boredom appears when the urgent has been domesticated. It is the moment you stop firefighting and start landscaping. You notice small weeds early. You plan paths before the grass forgets where to grow. In companies, that looks like fewer surprises, calmer launches, and support queues that look pleasantly empty.

The trick is to let boredom push you into craft. It nudges you toward quality, toward better defaults, toward interfaces that do not need instructions. That quiet focus builds loyalty that survives the new thing. When the next trend arrives, your customers will try it, and then they will return, because the grass is still neatly cut at your place.

What We Risk by Chasing

Chasing risks more than wasted time. It risks burning out good people on bad stimuli. It risks teaching customers that you will abandon them for the next round of applause. It risks fragmenting the brand into a collage of experiments. None of that is necessary. You can learn, adapt, and improve without spinning in circles.

The alternative is not slow, it is steady. Steady beats speed when speed trips over its shoelaces. Steady lets people plan their lives. Steady keeps your promises believable.

How This Looks in Practice

In practice, our days look pleasantly repetitive. We open dashboards that are actually useful. We read notes from customers, not just the ones with confetti emojis. We ship changes that fix annoyances, then we watch the metrics that should move, and we talk about what did or did not budge. We add a feature only if we can imagine explaining it to a new user in one breath.

We document decisions so that future us can thank past us instead of sending a sarcastic message. We write playbooks that new teammates can follow without heroic improvisation. We choose vendors who like the long view. We build for the boring Tuesday afternoon when someone is on their second cup of coffee and just wants the thing to work.

The Mood We Aim For

The mood is confident, not cocky; sunny, not saccharine. We try to keep a steady pulse and a sense of humor. Momentum grows when a team likes the rhythm of its work. A little laughter helps, especially when a migration refuses to behave or a deployment chooses chaos. We share the joke, fix the issue, and carry on.

If there is a secret, it is that there is no secret. There is only the choice to keep choosing the same sensible things, long after the novelty wears off. That habit compounds. That habit wins.

Conclusion

We do not chase the next big thing because we prefer the next true thing. Trends may decorate a quarter, but fundamentals furnish a decade. Our approach is simple on purpose: hire adults, build engines, measure reality, and let time do what time does. If that sounds a bit quiet, good. Quiet is where the real work happens, and where customers find something they can trust long after the noise moves on.

Ryan Schwab

Ryan Schwab serves as Chief Revenue Officer at HOLD.co, where he leads all revenue generation, business development, and growth strategy efforts. With a proven track record in scaling technology, media, and services businesses, Ryan focuses on driving top-line performance across HOLD.co’s portfolio through disciplined sales systems, strategic partnerships, and AI-driven marketing automation. Prior to joining HOLD.co, Ryan held senior leadership roles in high-growth companies, where he built and led revenue teams, developed go-to-market strategies, and spearheaded digital transformation initiatives. His approach blends data-driven decision-making with deep market insight to fuel sustainable, scalable growth.

We collaborate with investors, operators, and founders who share our vision for disciplined, scalable growth. Let’s explore how we can build something extraordinary together.
z
z
z
z
i
i
z
z
Your Future Starts With
The Right Partnership.
Tell Us Your Vision. We'll Help You Get There.