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The Disruption of Venture Capital

Harvard Business Review

Over the years, venture capitalists have been some of the most ardent students of disruptive innovation. Hedge fund investors who deploy capital in large and liquid markets can scale their time well. In classic cases of industry disruption, such as in steel or airlines , incumbent firms have tens of thousands of employees.

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What Markets Do and Don’t Get About Innovation

Harvard Business Review

In 2007, Clayton Christensen co-founded Rose Park Advisors, a hedge fund devoted to investing in disruptive companies. The idea was to transform his theory of disruptive innovation into an investment thesis. Disruptive innovation can take several forms, and the market understands some types better than others.

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Universities Are Missing Out on an Explosive Growth Sector: Their Own

Harvard Business Review

One outside manager of many endowments I spoke to confirmed to me that there has been “no mandate” from clients to be investing in the future of higher education. “I Those who manage money for higher education, I propose, need to get much more interested in the market they are in. I haven’t heard that at all,” was the quote.

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Should Tim Cook Care About a 10% Stock Drop?

Harvard Business Review

.” In this case, it’s also the scene of a fierce and long-running battle between Apple loyalists and skeptics , joined over the past couple of years by a few activist hedge fund managers badgering the company to give them more money. Apple Disruptive innovation Finance'

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Is Economics Ready for a New Model?

Harvard Business Review

Doyne Farmer , a Los-Alamos-National-Laboratory-scientist-turned-hedge-fund-manager-turned-Santa-Fe-Institute-professor, has bent over backwards not to be ignorant and arrogant about economics. So they moved on (Brock's Santa Fe affiliation ended in 2002). In recent years J.

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Parting Ways with Public Trading

Harvard Business Review

As noted management expert Geoffrey Moore told me with respect to high-velocity competition, "I''m not sure you ever want to be in the public markets." Competition Disruptive innovation Strategy' Investors in publicly traded companies are understood to desire stable, predictable earnings and growth.