Introduction At least two major activist investors (Bluebell Capital Partners, Artisan Partners) joined the calls for the removal of Emmanuel Faber, CEO of Danone (the French firm known for its yogurt products and bottled water). The board heard the message loud and clear, and Mr. Faber was removed from his position (see Figure 1). During
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By: Al (Ali) Naqvi My goal in this article is to expand the traditional disruptive innovation investment analytical framework with the additional constructs of nonergodic nature of disruptive innovations. Funds have a tendency to formulate investment thesis based upon a technology’s innovation potential and not necessarily its innovation path. Potential based analyses absorb all the
Why analysts overlook the greatest opportunities? By Al Naqvi Reindustrialization is enabled by disruptive innovation, and historically, great transformation times offer opportunities to create powerful returns for investors. It is often hard for analysts to develop a perspective that allows them to make sense of such powerful developments. Why Financial Analysts miss the Reindustrialization Opportunity?