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Keiser's job at Bernstein is to pick big, investable growth themes in technology.
"In this environment you have a replacement cycle and a few growth themes," he says.
But Buckingham points out that major secular growth themes of higher health care spending and increased use of fatter profit margin generics put a tailwind at the company's back, one it has used to capitalize on another trend: using technology to improve patient care by reducing errors and controlling costs.
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After decades of strong growth, theme parks in this country now attract about 320 million visits a year, but that figure has been leveling off in recent years.
"The China growth theme is one of the most exciting in the world for global investors," he says.
There was a panel on startup funding, highlighting the literal company growth theme, in addition to a panel on the cannabis industry.
1. Get everyone focused on one key growth theme.
I was initially offended by the prospect of it because it seemed sort of silly, insulting: "Just grow!" But as I read into it, I saw that the growth theme is something that's not encouraged enough.
"If you look at the industry, we are still seeing growth". Theme park operators say the price increases come in response to strong demand and reflect the millions of dollars spent over the years on new high-tech attractions.
"Grow by Facebook" — not to be confused with the U.S.-based cannabis magazine — is being distributed for free in first- and business-class lounges at airports and train stations around the U.K. In Heathrow's first-class lounge, the decorative display stand features lush green plants to underline the growth theme.
And by the time we come to invest in their companies, they've reached the point in their growth where themes are far less relevant anyway.
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Justyna Jupowicz-Kozak
CEO of Professional Science Editing for Scientists @ prosciediting.com