Discounted Cash Flow Innovation Marketing 
Harvard Business Review
SEPTEMBER 27, 2013
The idea was to transform his theory of disruptive innovation into an investment thesis. Disruptive innovation can take several forms, and the market understands some types better than others. But do markets really follow the logic of an academic theory? Why the market values some kinds of innovation better than others.
Harvard Business Review
JUNE 8, 2018
The market caps of just four companies, Apple, Alphabet, Amazon, and Microsoft, now exceed $3 trillion. Their combined assets of $944 billion are an order of magnitude lower than the combined assets of $7,700 billion of the largest 3,177 companies in 1986, when the aggregate market capitalization reached $3 trillion for the first time.
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