Monday, 22 June 2015

Excellent technology theme presentation

Thematic investment is all about spotting multi-year trends.  An excellent presentation with multiple potential investment insight spin-offs is this one titled 'Mobile is Eating the World'.  I would highly recommend leafing through the presentation irrespective if you are a technology investor or not - I believe you are highly likely to learn something.

From my perspective a few highlights:

The growth of smart phones is simply staggering...

...inevitably this changes the companies that you back...move away from the old...

...to the new

Mobility/mobile goes way wider than just smartphones though...

 ...transforming some areas and putting others in sharp decline.  Take the last two bullet points in the below chart for example:

Generally the above ongoing change feels very consistent with a much more differentiated stock based approach...

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