How to Profit from Disruption

The internet has turned the consumer world upside down - we look at the leaders and laggards from areas like travel, payments, and cybersecurity

James Gard 21 January, 2020 | 11:55AM

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Almost every aspect of life is being disrupted, from the way we shop to how we book our holidays. Usually this means more choice and better prices for consumers, but some companies are being left behind while others thrive. We look at some of the sectors being shaken up – travel, payments, and cybersecurity – and consider the trailblazers set to profit from disruption in their field, and those that are being left behind.

Travel

Thomas Cook’s demise after 178 years of trading highlighted how much the internet has disrupted the travel sector. It’s now easier than ever to book your own bespoke trip online without using an agent or having any human interaction until you board the plane or check into your hotel. But the success of start-ups like Secret Escapes, owned by Old Mutual Global Investors among others, suggests that the sector can still be highly profitable if you find the right niche.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Avast PLC508.00 GBX0.99
Banco Santander SA189.44 GBX0.78
De La Rue PLC120.00 GBX194.48
International Consolidated Airlines Group SA242.00 GBX5.91
NCR Corp19.48 USD7.92
On The Beach Group PLC303.00 GBX8.80
Palo Alto Networks Inc238.31 USD1.29
PayPal Holdings Inc154.53 USD-0.31
The Royal Bank of Scotland Group PLC115.35 GBX4.53
TripAdvisor Inc21.85 USD13.33
TUI AG442.20 GBX1.40
Visa Inc Class A194.35 USD-0.46

About Author

James Gard  is content editor for Morningstar.co.uk

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