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How to invest in disruption: 3 disruption trends you can invest in, and 3 to be careful of - Read my column in BRW or Smart Investor this week

Alex Pollak

Loftus Peak

How to invest in disruption: 3 disruption trends you can invest in, and 3 to be careful of - Read my column in BRW or Smart Investor this week. The trouble with investing in disruption is that it's not just about the business model, but the pricing risk. What this means is that investors shouldn't just look at the change to the way industries operate, but focus also on the price - lots of stuff works, but is hard to make money on. Will the real winner of the electric car space be Volkswagen AG, which is priced at less than one times sales, or Tesla, at 14x. With this in mind, here is the Things you can do, and things you probably shouldn't investment list. (VIEW LINK) (VIEW LINK)


CIO 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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