EPISODE · Oct 19, 2021 · 47 MIN
Podcast #61 - Investing in disruptive innovation with Simon Erickson
from Wall Street Wildlife Investing Podcast · host Krzysztof and Luke
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
What this episode covers
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
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Podcast #61 - Investing in disruptive innovation with Simon Erickson
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