How Disruptive Is your Investment Model?

I am often asked what are the key industries that are positioned to be today the most disruptive ones out there and which we at Blackhawk Partners would be very keen on taking a real close look at.

So I thought of sharing some of them with you in the hope of catching your attention and sharing feedback.

1. Natural Gas:

I believe Natural gas is still in the very early stages of general adoption, and that there is a huge potential in the making in here … at least to become a more self-sufficient energy focused nation. Though natural gas engines currently comprise 3 percent of truck engines, I predict that penetration will rise to 10 or 15 percent by 2020–allowing investors to capitalize on “niche truck and bus applications.”

2. Software Defined Networking (SDN):

Cloud computing has clearly wreaked havoc on the traditional PC-centric hardware and software model. I think this is just the beginning as I believe the cloud model is likely to disrupt digital networking in a major way. The size of the market: $51 billion. Offsetting the likely declines and commoditization of the hardware, I expect to see the emergence of a new networking software segment, though it is too early to size it given we’re still in the stage of nascent start-up activity.

more….

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