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Facebook Inc. And GoPro Inc Are Top Virtual Reality Picks: GS

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Rupert Hargreaves
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Virtual reality (VR) and augmented reality (AR) have the potential to become the next big computing platform, and in their base case, sector revenues could hit $80 billion by 2025, according to a new research report from Goldman Sachs. GoPro, Facebook, Alphabet, Microsoft, Advanced Micro Devices, Samsung, and Sony are the seven companies the firm's analysts believe are best placed to benefit from the VR/AR boom, although as they point out, the potential for profit at each company depends on how the market develops over the next few years.

VR/AR three scenarios for growth

Given that VR/AR technology is still in its early stages of development and uptake, it's difficult to try to estimate the potential size of the market for the technology. With...

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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