Markman Capital Insight

Transportation Transformation

Thanks for requesting the slide deck for my Transportation Transformation presentation on the Forbes platform.

I have placed it on a Box.net share so that you can study the ideas. Click here to view.

The big idea is that the world of transportation is belatedly joining the worlds of business, entertainment and social interaction in undergoing a major transformation from analog to digital. ... Handwritten letters have been eclipsed by email, Netflix has eclipsed movie-going, Spotify has eclipsed CDs, Peloton has eclipsed the gym, Amazon has eclipsed the mall -- and now electric engines and software are replacing internal combustion..

Many companies behind these big changes are public, and have been staples of my newsletter portfolios for years.

We believe the great Digital Transformation is the most important investment theme of the decade, with the capacity to earn patient, growth-oriented independent investors real fortunes over time.

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