Goldman: These Sectors Won’t Be Able To Resist Online Disruption For Long

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Rupert Hargreaves
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The disruption of the physical retail market by online retailers has been one of the main stories on Wall Street since the beginning of the dot-com boom nearly two decades ago. And as the closure of brick and mortar stores has accelerated over the past year or so speculation about what the future holds for traditional retailers has reached fever pitch. However, according to research from Goldman Sachs, there are pockets of the retail industry remain attractive for retail investors. Specifically, the lead story in the bank’s April 12 bi-monthly “Fortnightly Thoughts” research booklet, takes a look at the performance…

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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

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