The prospect of disruption is one of the most significant risks equity investors face today. Over the past few years, there has been a whole host of large established companies that have lost market share to smaller startups, which provide a better service at a fraction of the cost.
Large companies utilizing their massive data sets has also had a significant impact on the market. Data is driving much of the innovation in the market today.
For example, the utilization of data is driving better targeting of advertising - leading to happier customers and improved revenues....

