3 key things to take note when investing into Disruptive Innovation themes
Point 1 .Time Horizon Innovation Themes take time, these companies being at the forefront of growth tend to take time to scale, turn profitable and ready for mass adoption. It took Microsoft some 13years before it was adopted universally. It took Facebook 12 years to grow from 100M to 2.7B Monthly Active Users. Point 2. Portfolio Sizing Innovation is, …
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