Disruption: The Companies To Avoid

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Rupert Hargreaves
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Disruption is rapidly becoming one of the most watched themes among investors as corporate giants such as Amazon, Facebook and Twitter shake up traditional markets with their size, global reach and seemingly unlimited financial firepower. Earlier this week I reported on an interview with Aswath Damodaran, first published in Goldman Sachs’ Fortnightly Thoughts magazine, in which Damodaran warned that the only way to avoid financial loss from disruption is to diversify across sectors and corporate lifecycles to capture both the mature and disrupting companies in every industry. “Diversification shouldn’t just be across sectors, it should also be across corporate life…

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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 ValueWalk