Disruption Stories: 2 Stocks That Motley Fool Analysts Think Could Be Most at Risk

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The claims Via News extracted from this document. We point to the source; we don't replace it.

• Three elements of bravery for investors: willingness to go against consensus, willingness to be told you're wrong by market action for extended period, and willingness to not act when others are and to act when others aren't

  80% confidence

• Production-based software is very different from prototypes and requires handling scale, portability, and concurrent users

  80% confidence

• Stock Advisor's total average return is 941% compared to 194% for the S&P 500

  80% confidence

• The Trade Desk is most at risk because it's a marketplace that could be disrupted by someone flying under the radar with better technology

  80% confidence

• Enterprise customers are unlikely to rip out working systems to replace them with AI-coded alternatives in the very short term

  80% confidence

• Salesforce was not one of the 10 best stocks identified by Stock Advisor analyst team

  80% confidence

• Salesforce has a commoditized business that is fairly easy for businesses with good engineering teams to replicate parts of

  80% confidence

• You are not right or wrong because the market agrees with you. You are right or wrong because your data, analysis, and logic are sound

  80% confidence

• Salesforce is looking vulnerable to disruption despite trying to stay ahead with AI agents

  80% confidence

• Salesforce's legacy business is projected to only grow at 8-10%, which is not enough to protect from disruption

  80% confidence

• There are three signs of disruption: persistently lower gross margin, increasing costs to acquire new revenue, and reduced stickiness with large customers leaving

  80% confidence

Data points we hold from this source