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How Disruptive Is your Investment Model?

By : Ziad K. Abdelnour| 27 August 2013
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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.

3. 3D Printing:

What makes 3D printing so special–besides the fact that it allows users to print anything from machine parts to gun parts–is the medium’s customizable nature. 3D printing currently makes up a $2.2 billion market–with forecasts for a compound annual growth rate of 23 percent. But there’s something else to consider: The 3D printing industry operates within the design-to-manufacture value chain, which by some estimates is a $30 billion opportunity.

4. Big Data:

Social networks, blogs, email platforms and web browsers are all generating humongous quantities of data, and it needs to be stored somewhere. That’s great news for the companies that currently make up Big Data’s $11 billion market. And there’s even better news for entrepreneurs still hoping to break in. The industry has a projected compound annual growth of 32 percent over the next five years. Without a doubt plenty of opportunities to capitalize on in the space.

5. Cancer Immunotherapy:

Immunotherapy drugs work differently than those used in chemotherapy or targeted therapy by stimulating the body’s immune system to enhance or restore a natural attack on cancer cells. In addition to the obvious medical benefits, I believe the new drugs to tap into a multi-billion dollar market.

These are by no means investment recommendations but some general thoughts as to where I believe the most disruptive industries lie ahead of us.

Share your thoughts…

 

By :Â Ziad K Abdelnour

Ziad is also the author of the best selling book Economic Warfare: Secrets of Wealth Creation in the Age of Welfare Politics (Wiley, 2011),

Mr. Ziad Abdelnour continues to be featured in hundreds of media channels and publications every year and is widely seen as one of the top business leaders by millions around the world.

He was also featured as one of the 500 Most Influential CEOs in the World.

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