Digital Disruptions – Moats in the Age of Disruptions

Digital disruption is a potent force. Advances in mobile technology and increasing use of social media have quickened the pace of customer adoption, giving rise to the age of digital disruption. It is important to note though that digital disruption is not a net negative force. For every disrupted, there is a disruptor. In this article, we provide short case studies on four businesses. One of these is treated as a high-quality business by those who rely primarily on historical profitability of the business. The other three are a part of our high-quality investment universe. These case studies highlight that careful analysis and application of a structured decision-making framework are helpful in identifying disrupted business models and staying clear of those that are being negatively impacted