Comgest's Wittet on how to find disruptors in Europe

Many investors spend their time trying to find the next disruptor, the next Uber or Netflix. Identifying the 'Next Big Thing' can make for a very profitable investment, as those companies have shown. However, predictions can more often be wrong than right.

A more repeatable strategy is to turn the question on its head: instead of asking what will change, think about what won't change. We are not alone in this approach. Both Jeff Bezos and Warren Buffett admitted they tend to profit from lack of change and the things that are stable over time. WisdomTree's Nossek: Can the European small-cap recovery continue? How do we find non-disruptability in Europe in practice? There are some business models that are less likely to be disrupted than others. For example, a business that is at the core of an ecosystem is less likely to be rattled th...