โลกในมุมมองของ Value Investor 25 มกราคม 63 ดร. นิเวศน์ เหมวชิรวรากรลงทุนในธุรกิจที่กำลังถูก Disrupt ตั้งแต่กระแส Disruption หรือการทำลายล้างธุรกิจดั้งเดิมโดยเทคโนโลยีใหม่ที่อิงกับดิจิตอลเกิดขึ้นเต็มที่ทั่วโลก เราก็ได้เห็นหลาย ๆ ธุรกิจหรือหุ้นในตลาดหลักทรัพย์แห่งประเทศไทยหลาย ๆ ตัวตกต่ำลงแทบจะเป็น “หายนะ” การที่หุ้นตกลงมาครึ่งหนึ่งของจุดสูงสุดเป็นเรื่องปกติ บางกลุ่มหรือบางตัวตกลงมาเหลือแค่ 10% เจ้าของซึ่งเป็นผู้ถือหุ้นใหญ่บางคนนั้นเปลี่ยนสถานะจากมหาเศรษฐีกลายเป็นเศรษฐีธรรมดา หลายคนจากเศรษฐีก็เหลือแค่เป็นคนรวยธรรมดา
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