Look out Nine, Seven and Ten, you all have big problems coming your way

Look out Nine, Seven and Ten, you all have big problems coming your way. We asked Steve Johnson, CIO at Forager Funds Management, which companies he followed that had the ability to disrupt. Google is our largest holding in the International Fund. While driverless cars get all of the media, it's TV screens where they are making all of the inroads and probably the opportunity I am most excited about. With Youtube, Android and nifty gadgets like Chromecast, they are exceptionally well placed to at the forefront of the shift away from free--to-air TV. Look out Nine, Seven and Ten, you all have big problems coming your way.