I believe that ideas are the beginning of all development. If you do not have ideas, you have nothing. However, ideas must be relevant- and if they are relevant they stand a chance to generate value. Is this the tale of two markets?
Ideas that solve a need or a problem, whether it be internal or external, creates a market need. Fill this and you have a solution that generates value.
Investors in a market characterized by low inflation, high competition and low interest rates, place their bets on organizations that allocate their resources to develop their portfolio of ideas. These companies have proven that they can create growth, from which an increased direct yield is expected (at a higher level) when critical mass is achieved.
I have written a short blog about this here