))
Podcast #61 - Investing in disruptive innovation with Simon Erickson
Manage episode 431488449 series 3589623
Kandungan disediakan oleh Krzysztof and Luke. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Krzysztof and Luke atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
This week we were delighted to connect with Simon Erickson, founder and CEO of 7investing, to chat about a topic that underpins both the 7investing and Telescope Investing strategy - investing in disruptive innovation.
Simon shares his thoughts on finding and evaluating disruptive companies, why larger companies find disruptive innovation difficult, playing offence and defence in your portfolio, plus we chat about hype vs fundamentals, craft beer, and being neighbours with Morgan Housel!
If you’re a growth investor, this episode is pure gold - highly recommended listening for all Telescope subscribers!
The following companies are mentioned in this episode: TSLA GH U DDD SSYS
-----
If you enjoyed this episode, please consider subscribing at https://telescopeinvesting.com/subscribe/
Or you can contact the hosts: LukeTelescope AlbertTelescope
139 episod
Kongsi
