

Innovation Investing: Evolutionary vs. Disruptive
I had a chance to sit on a panel with the author of "The Innovator's Dilemma" and "The Innovator's Solution" years ago. He related how his consulting firm had been retained by a leading company in an industry sector. His firm had undertaken a comprehensive study and charted out a path for his client to disrupt the industry. His client went into Chapter 7 one year later. I had just formed an multi-party, industry alliance in that same sector, and told him I had read his firm's