Buy Hold Sell, by Livewire Markets
Business:Investing
The theory of "disruptive innovation" was introduced in the well-thumbed pages of the Harvard Business Journal in 1995 by Joseph Bower and the late Clayton Christensen.
In it, they outlined the case for classic disruption - a small enterprise targeting an overlooked proportion of the population with a new but modest offering, and gradually growing to challenge industry incumbents.
In this theory, disruption only occurs in two cases: in low-end, less profitable markets, or in completely new markets altogether. However, over the past 27 years, "disruption" has shape-shifted to become a tell-all term for a business with a heck of a lot of growth potential, usually followed in tow by a slew of imitator start-ups, and of course, industry incumbents quickly pivoting their business models to catch up.
And what could be more disruptive than decarbonisation?
So in this episode, Livewire's Ally Selby was joined by Nanuk Asset Management's Peter Wilmshurst and Pella Funds Management's Steven Glass for their thoughts on three companies that dare to disrupt incumbent industries as the world shifts to net zero.
Plus, they also each name two companies that could become global leaders in one of the world's most important megatrends over the coming three decades.
Note: This episode of Buy Hold Sell was shot on Wednesday 27th April 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-daringly-disruptive-stocks/
6 stocks with sustainably high dividends (and 2 on the way south)
Buy Hold Sell: 5 high yielders trading at compelling prices
Buy Hold Sell: 3 rockstars (and 2 past their prime)
Why there’s still room in the tank for battery materials
Buy Hold Sell: 3 hot copper stocks (and 2 high-conviction calls)
Buy Hold Sell: 3 undiscovered gems (and 2 overhyped duds)
2 big buys (and why the worst could be over for small-cap investors)
Buy Hold Sell: 5 undervalued small caps with big growth prospects
6 ASX-listed products for the risk-loving and risk-averse investor
4 adviser-approved ETFs for 2023 (and top tips to make your portfolio work for you)
Buy Hold Sell: 5 of Livewire readers’ top ETFs for 2023
Buy Hold Sell: 3 heavily sold-off stocks (and 2 now on fundies’ radars)
The 10 best ASX management teams right now
Buy Hold Sell: 3 cracking results and 2 disappointments
Buy Hold Sell: 3 stocks making headlines (and 2 with major catalysts on the horizon)
4 stocks for offence and defence for today’s volatile markets
Buy Hold Sell: 4 quality stocks for value AND growth
Buy Hold Sell: 3 stocks with ultra-low PEs (and 2 darlings to drop)
5 high conviction calls from 2022’s top-performing fund managers
Buy Hold Sell: 5 stocks for the run in resources
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