Eric Flaningam

In this enlightening conversation, Eric Flaningam, a tech-focused value investor with a rich background in venture capital and Microsoft, shares insights on navigating the tech investment landscape. He discusses the allure of tech stocks, influenced by Buffett's principles, and the importance of understanding competitive advantages. Eric emphasizes the critical need for thorough research and patience when investing in complex industries like semiconductors and cloud computing. He also touches on the value of humility in the face of rapid technological disruption.

Expert in innovation and disruptive technologies, Eric Flaningam, breaks down The Innovator's Dilemma discussing disruptive innovation and why good companies fail, IBM's business disrupted by cloud computing, and the disruptive vs sustaining nature of Airbnb and Uber technologies.