No Status Quo: The Difference Disruption Makes
At the current churn rate, 75% of the S&P 500 will be replaced by 2027. Much of the change is due to disruptive technology. Since 2002, household names such as Sears, The New York Times and Eastman Kodak have exited the index, while Amazon, Netflix and Chipotle have joined it.
In this issue of The Long View, we highlight:
• Innovations and emerging technologies creating new products and business models
• Companies taking advantage of these innovations, from mobile payments to breakthrough drugs
• Our long-term perspective, which gives us an edge in identifying these companies
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