This thread is being set up to discuss disruptive innovation and other high growth companies. These are companies that one could consider high on the risk scale and experience very volatile price swings. Therefore it is not for everyone,
Most of the companies here I own personally or the people I manage portfolios for do, and this is where I will post those buy and sell orders in real time.
For the purpose of defining what I mean by disruptive innovation, here is how I define it.
“Disruption” describes a process whereby a smaller company with fewer resources is able to successfully challenge established incumbent businesses. Specifically, as incumbents focus on improving their products and services for their most demanding (and usually most profitable) customers, they exceed the needs of some segments and ignore the needs of others. Entrants that prove disruptive begin by successfully targeting those overlooked segments, gaining a foothold by delivering more-suitable functionality—frequently at a lower price. Incumbents, chasing higher profitability in more-demanding segments, tend not to respond vigorously. Entrants then move upmarket, delivering the performance that incumbents’ mainstream customers require, while preserving the advantages that drove their early success. When mainstream customers start adopting the entrants’ offerings in volume, disruption has occurred.
When discussing companies, please enclose a link to an article or video to give others a place to start their research. |
