The Global Guru

The Global Guru

Share this post

The Global Guru
The Global Guru
Revolution or Ruin: The Risks and Rewards of Disruptive Investing

Revolution or Ruin: The Risks and Rewards of Disruptive Investing

“Please, God, just one more bubble.”

Jun 22, 2023
∙ Paid
4

Share this post

The Global Guru
The Global Guru
Revolution or Ruin: The Risks and Rewards of Disruptive Investing
3
Share

“Please, God, just one more bubble.”

– Bumper sticker in Silicon Valley, circa 1999

Alphabet‘s (Nasdaq: GOOGL) Google disrupted advertising.

Facebook (Nasdaq: FB) disrupted the media.

Amazon (Nasdaq: AMZN) disrupted the shopping mall.

Disruptive revolutions are nothing new in America.

Canals, the steamboat, and railroads disrupted transportation in the 1840s.

…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Nicholas Vardy
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share