White Paper

Bad Ideas Report

Today, we believe the global economy is undergoing the largest technological transformation in history. Disruptive innovation should displace industry incumbents, increase efficiencies, and gain majority market share. As technologies emerge and transform entire industries, investors in traditional benchmarks may face more risk than historically has been the case.

To help investors stay on the right side of change, this white paper seeks to identify the industries and sectors most at risk of disintermediation and disruption. We aim to size investors’ current exposure to those areas.

Based on our research, we believe investors should evaluate and avoid the following “Bad Ideas”:

I. Physical Bank Branches

II. Brick and Mortar Retail

III. Linear TV

IV. Freight Rail

V. Traditional Transportation

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