Creative destruction Squared

We live in a changing world, massively changing. Where business models need to adapt to digital or falter.


When Joseph Schumpeter coined the term creative destruction he lived in a mercantile world, a world of railways, oil wells, and steel. Now we are faced with something totally different from analog to digital from solid state to friction less and from head-count to weightless.


Like a water-plane becoming airborne.


Whole industries are being touched and destroyed by this new rite of passage. Creative destruction has always washed clean the old and replaced it by the new. But now it is squared. You need to go from solid state to fluid ánd survive and be creative in your new state.


Disruption always brings opportunities but dematerialisation is something else.


We live in interesting times.


#opportunities#water#investing#quant#fund#aandelen#aex

#fundamentaleanalyse#ACM-NL



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