It all comes from a simple premise: the world is now mobile-first and powered by applications.
While I have experienced the rise of mobile applications first-hand as an executive in the video game industry — watching the Candy Crush Saga and Clash of Clans of the world overtake gaming and become the dominant source of revenue of the sector — this transformation is affecting many other industries and areas of life.
The real question is: Is your portfolio reflecting these trends? Have you allocated at least some of your investment strategy to these profound and