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Shares / Disruptive Technologies - Investing for the not too distant future now
« on: February 14, 2016, 01:30:18 pm »
I. Disruptive Technologies explained
What have the steam engine, the internet and smartphones
got in common? The emergence of all three technologies
listed by way of example triggered euphoria and a spirit of
optimism in industry and society. The steam engine heralded
the start of the industrial age, the internet drove forward digi-
talization while smartphones enable constant access to the
virtual world. All three technologies instigated an innovative
leap and radically changed their respective living and working
environments. Clayton M. Christensen from Harvard Business
School called technologies with such penetrating power “dis-
ruptive technologies”. Since the publication of the book “The
Innovators Dilemma” in 1995 and the scientific paper “Dis-
ruptive Technologies: Catching the Wave” the defining fea-
ture of a disruptive innovation is that it breaks up existing
market structures and dictates completely new ground rules
to the market.
II. What current technologies have that potential?
Umpteen investors ask themselves this question day in, day
out. A possible answer is provided by the Alpha 8 Global Dis-
ruptive Technology TR Index. The index provider Alpha 8 Part-
ners currently identifies ten industries with the potential to
create disruptive technology and thereby trigger innovative
leaps on a broad scale:
1.Robotics & Automation
2.3D Printing
3.Cyber Security
4.Solar Energy
5.Material Science & Battery Technology
6.Cloud Computing, Supercomputing & Big Data
7.Social Networking & Advanced Mobile Computing Technology
8.Biotechnology
9.Water Technology
10.Next Generation Lighting
See attachment(s) - I wouldn't mind putting some money in a fund like that.
Try and put some local share names next to points 1-10 if at all possible.
Orca would probably stick Metair next to #5 (Battery Technology). Maybe Rolfes next to #9 etc.
As to #1 specifically, the bad news for jobs is outlined HERE
What have the steam engine, the internet and smartphones
got in common? The emergence of all three technologies
listed by way of example triggered euphoria and a spirit of
optimism in industry and society. The steam engine heralded
the start of the industrial age, the internet drove forward digi-
talization while smartphones enable constant access to the
virtual world. All three technologies instigated an innovative
leap and radically changed their respective living and working
environments. Clayton M. Christensen from Harvard Business
School called technologies with such penetrating power “dis-
ruptive technologies”. Since the publication of the book “The
Innovators Dilemma” in 1995 and the scientific paper “Dis-
ruptive Technologies: Catching the Wave” the defining fea-
ture of a disruptive innovation is that it breaks up existing
market structures and dictates completely new ground rules
to the market.
II. What current technologies have that potential?
Umpteen investors ask themselves this question day in, day
out. A possible answer is provided by the Alpha 8 Global Dis-
ruptive Technology TR Index. The index provider Alpha 8 Part-
ners currently identifies ten industries with the potential to
create disruptive technology and thereby trigger innovative
leaps on a broad scale:
1.Robotics & Automation
2.3D Printing
3.Cyber Security
4.Solar Energy
5.Material Science & Battery Technology
6.Cloud Computing, Supercomputing & Big Data
7.Social Networking & Advanced Mobile Computing Technology
8.Biotechnology
9.Water Technology
10.Next Generation Lighting
See attachment(s) - I wouldn't mind putting some money in a fund like that.
Try and put some local share names next to points 1-10 if at all possible.
Orca would probably stick Metair next to #5 (Battery Technology). Maybe Rolfes next to #9 etc.
As to #1 specifically, the bad news for jobs is outlined HERE