Incumbents retreat during downturns. Markets get abandoned. Segments get underserved. That's not a problem for disruptors — it's their opening
Disruptive Innovation: Finding Opportunities in Crisis
My Learning From: The Warren Buffett Way
Hagstrom's book isn't really about stocks. It's about how a disciplined mind makes decisions under uncertainty — and that turns out to be useful far beyond investing.
harish.balasubramanian 