Special Situations: The ability to introduce technological innovations that disrupt established markets has long been a hallmark of capitalist success, as new firms with cutting-edge technologies overtake older, less-nimble companies tied to outmoded systems. What are some notable examples of innovations that have changed the way information and data services are sold?
Alfred Maydorn: The major technological transformation of our time is in how information is created and distributed on the Internet. Within that historic disruption there continue to be multiple disruptions and opportunities for gutsy investors. Never forget that Amazon.com Inc. (AMZN:NASDAQ) and Google Inc. (GOOG:NASDAQ) began as small, disruptive start-ups. These companies are now e-commerce giants, rivaling Wal-Mart Stores Inc. (WMT:NYSE) for market share. Continue reading "Big Data Goes Hollywood: Alfred Maydorn"