We're in the era of disruptive innovation, where whole industries get gutted and replaced by the next big thing. For example, the iPhone disrupted a long tail of physical gadgets, from voice recorders to rulers, calendars and Rolodexes. Amazon disrupted retail and on-premise enterprise computing. Tesla is disrupting the automakers, energy companies, ride-sharing networks, etc., all while transitioning us to carbon-free energy. Square + Bitcoin is disrupting the banks, payday lenders, small business accounting, etc.

The returns I've gotten investing in disruptive innovation, just since March, have yielded many times the returns of the S&P 500.

(See also this argument against value investing: https://www.youtube.com/watch?v=2A-TVLyYY9c)

How is "value investing" not going to just lose a lot of opportunity in the roaring 2020s? It is obvious, and widely known that the Fed Put is going to continue for years. What is special about the particular companies that Gemalpha invests in, and why should I trust that?