Worm Capital
December 21, 2017
Worm Capital, LLC (Worm Capital) is an investment management firm with a focus on equity-oriented strategies. We analyze industries that are experiencing a wave of disruptive forces.

2018 Investor Outlook: How technological disruption is reshaping the American economy

Looking forward to 2018, we see a moment in time that is both exciting, intoxicating—and potentially terrifying—for investors. Trillions of dollars of wealth hang in the balance. Often, but not always, we are seeing industries adopt a winner-take-all scenario. Who will be tomorrow’s titan? And who will be edged out of existence altogether?

Currently, we focus on five verticals: Retail, cloud, television, energy, and transportation.

This Investment Outlook serves as a broad guide for how we view the modern economy shifting not just in 2018—but in the years to come.  

Please download the PDF below and feel free to reach us with any questions or comments: info@wormcapital.com.

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