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1、August7,2013SummerReadingTheSearchforCreativeDestructionEquityResearchTheFutureisNowEightDisruptiveThemesRobertD.BoroujerdiWeshowcaseeightseculardisruptivethemes(1)E-Cigarettes.Lessharmfulthancigarettes,but(212)902-9158robert.boroujerdi@gs.comGoldman,
2、Sachs&Co.thatwebelievepossessthepotentialtoreshapeasimilarexperienceandbettereconomics,e-cigstheircategoriesandcommandgreaterinvestorcanalterthestatusquooftheUStobaccomarket.attentioninthecomingyears.ArjunN.Murti(2)CancerImmunotherapy.Initialdatapoint
3、sto(212)357-0931arjun.murti@gs.compotentialforbenefitacrossmultipletumortypes.ChangeistheOnlyConstantGoldman,Sachs&Co.(3)LEDLightingWefocusattentionontheimpactofCreative.Amulti-decadeopportunityDestruction,atermcoinedbytheeconomistdrivenbycostsavingsa
4、ndenergyefficiency.MichaelChanin,CFAJosephSchumpeter,whichemphasizesthefact(4)AlternativeCapitalinP-CATReinsurance.(646)446-1777michael.chanin@gs.comthatinnovationconstantlydrivesbreedingofGoldman,Sachs&Co.Riseofanewassetclasscouldimpairreinsurers’new
5、leadersandreplacementoftheold.abilitytogenerateattractiverisk-adjustedreturns.DeepMehta(5)NaturalGasEngineTechnology.AttractiveInnovation:AKeyDriverofReturns(212)357-8419deep.mehta@gs.comeconomicstodrivelong-termpenetration,Goldman,Sachs&Co.WereviewTe
6、chnology,InternetandBiotechparticularlyinhighmileagetruckingapplications.namescurrentlyintheNASDAQ100andfindastrongcorrelationbetweenR&DandSales(6)SoftwareDefinedNetworking.ReinventingChristopherWolfGrowth(8-yearCAGRthrough2012;R275%)andnetworkingfort
7、hecloudera,SDNcouldcreate(212)934-4221christopher.wolf@gs.combetweenthelatterandstockpricereturnsovernewplatformleadersandhigh-margincompanies.Goldman,Sachs&Co.2thisperiod(R71%).(7)3DPrinting.Offersthepotentialforhighdegreesofcustomization,reducedcost
8、sforAFlipbooknotaTextbookcomplexdesignsandloweroverheadcosts.Ourpresentationisbasedonthemodelofa(8)BigData.Newsolutionstohelpkeepupwithflipbookinwhichweprovideanoverviewofthetheexplosivegrowthinunstructureddatathattechnology,drivers,secularcon
