Worm Capital
January 15, 2019
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.

Investing in Disruption: Download Worm Capital's Latest Firm Presentation

At Worm Capital, we believe we’re living in a new era of possibilities, opportunities, and casualties — without historical precedent. The internet revolution and technological advancements have led to a fully connected world with endless innovation.

Competitive advantages are constantly evolving and being redefined as every process, product, and business model is overhauled and re-imagined from the ground up. Who will survive and thrive? And who will decline and ultimately perish? With a multitude of verticals seemingly up for grabs, what appears likely to us is a mind-blowing redistribution of wealth in the stock market as old guard incumbents are challenged by younger, quicker, and more innovative upstarts.

We view this redistribution as the stock market’s version of the Cambrian explosion, creating cycles of significant industry reshaping and consolidation, thus providing the potential for big winners and devastating losers. Specifically, we see the next five, ten, or even 20 years being very exciting and believe investors should seek opportunity with earnest. There should be tremendous opportunity for those with vision and execution, but also enormous danger for those who are unaware or unprepared for risks we have not seen before. 

Download our latest presentation here. 

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