Consumers select disruptive champions, not investors

'Extraordinary' opportunities in NEXT economy

clock • 4 min read
Jennison Associates' Mark Baribeau
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Jennison Associates' Mark Baribeau

While the term ‘disruption’ is undoubtedly one of the investment world’s most over-used buzzwords, it is not a new concept.

Financial market history is littered with innovative companies whose innovative or disruptive ideas were doubted at best, or scorned at worst. However, understanding which innovations and disruptions are enduring and then putting a value on the corporates driving the changes is - and has always been - a very difficult task. While it is hard to imagine life today without Google, people often forget it was highly controversial to invest in the Google IPO back in 2004. Finding market leaders in the NEXT economy Google had about $3bn of revenue at the time, and there was a lot of do...

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