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Disruption: Look For “Certainty Of What Won’t Change”

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Rupert Hargreaves
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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.

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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....

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha