Digital Disruptions – Moats in the Age of Disruptions

13 Pages Posted: 4 Apr 2019

See all articles by Baijnath Ramraika, CFA

Baijnath Ramraika, CFA

Multi-Act EquiGlobe Limited

Prashant Trivedi

MAEG

Siddhi Gujar

affiliation not provided to SSRN

Date Written: July 29, 2018

Abstract

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.

Keywords: Digital Disruption, High Quality, Competitive Advantages, Moats

JEL Classification: L10, L81, L22, G10, G11, G12

Suggested Citation

Ramraika, CFA, Baijnath and Trivedi, Prashant and Gujar, Siddhi, Digital Disruptions – Moats in the Age of Disruptions (July 29, 2018). Available at SSRN: https://ssrn.com/abstract=3351721 or http://dx.doi.org/10.2139/ssrn.3351721

Baijnath Ramraika, CFA (Contact Author)

Multi-Act EquiGlobe Limited ( email )

SF 08, Second Floor
The Pod, Vivea Business Park
Moka, Mauritius 81406
Mauritius
2304609893 (Phone)
2304340362 (Fax)

HOME PAGE: http://www.symantaka.com/

Prashant Trivedi

MAEG ( email )

3rd Flr, Trade Centre Bldg
North Main Road, Koregaon Park
Pune, Maharashtra 411001
India

Siddhi Gujar

affiliation not provided to SSRN

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