James Anderson has spent decades capitalising on the market’s short-term focus by buying traditionally “expensive” stocks with incredible upside potential. Here we take a page out of his investment playbook.
Contrary to popular mythology, technological disruption very rarely happens in a singular flash of brilliance. The image of a disheveled, genius tech founder, manically coding a brilliant new idea in a garage, has a disruptive vision, and lays waste to incumbent operators is a romantic notion. But unfortunately, it’s rarely true.