Does your portfolio manager hold shares in oil and car companies like BP and Ford? You might want to read this

Alex Pollak

There hasn’t been much in the way of serious comment about the investment implications of the electric and autonomous car. The media disruption story, the poster child for what went wrong with a whole industry, resulted in hundreds of billions of dollars of value transferred to those companies which proved more adept at managing copyright and advertising (into Google, Facebook, Apple and Twitter, and out of Time Warner, the TV networks and the record companies). This will be multiples of that. Right at the heart of this disruption will be the electric car, and shortly after, the driverless car. But we need to separate the issues – the electric car has one set of implications, while self-driving cars have another, completely different set. Putting them together is what creates the perfect disruptive storm in the oil and car companies. Read more here (VIEW LINK)


Alex Pollak

CEO of Loftus Peak, a specialist global fund manager with a track record of successful investment in some of the world's fastest-growing listed businesses.

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James Marlay

Really interesting article Alex.

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