Tesla Motors Inc (TSLA), Netflix, Inc. (NFLX) & Five Game-Changing Companies to Watch

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4. Sodastream

Sodastream International Ltd (NASDAQ:SODA) is attempting to take down the soft drink giants, PepsiCo and Coca-Cola, through its home soda maker.  Using compressed carbon dioxide and flavored syrups, Sodastream International Ltd (NASDAQ:SODA) allows you to make soda on demand, eliminating the need for bottles and cans. Sodastream International Ltd (NASDAQ:SODA) has made considerable progress in this David vs. Goliath battle over soft drinks since the unaired Superbowl commercial.

So what?

Lowering Costs: With the Sodastream International Ltd (NASDAQ:SODA) Source, a can of soda is said to only cost $0.25 per can.  One carbonator cartridge makes 60 or 110 liters – equivalent to 170 or 310 aluminum cans. Sodastream International Ltd (NASDAQ:SODA) provides an affordable alternative to traditional soft drinks.

    5. Netflix

    Netflix, Inc. (NASDAQ:NFLX) has already taken down Blockbuster and the rest of the movie rental industry through its DVD mail-in and online-streaming services.  To quote Ted Sarandos, Netflix, Inc. (NASDAQ:NFLX)’s chief content officer, “The goal is to become HBO faster than HBO can become us.”  The Netflix, Inc. (NASDAQ:NFLX) expansion into original content production is a step towards becoming the sole television and movie source for users. Netflix, Inc. (NASDAQ:NFLX) oringal series such has “House of Cards” and the return of “Arrested Development” have already received Emmy nominations.

    So what?

    Binge Viewing: Netflix, Inc. (NASDAQ:NFLX) is sporting 29.2 million subscribers.  These subscribers have spent a combined 2 billion hours watching streamed video online.

    Shear Volume: 30% of all U.S. internet traffic during peak hours uses Netflix.

      Conclusion: Why look for disruptive companies?

      Disruptive companies are game-changers – the type of companies that fit into Apple’s “Think Different” category.  These companies redefine industries by creating new value networks.  Previously disruptive companies include Apple, eBay, and Amazon – all of which have seen tremendous stock growth.  In this article, I have presented five disruptive companies that are still early on in their growth stories.  Table 1 below explains why disruptive companies make rewarding investments.

      Table 1: Disruptive Companies 2013 Performance vs. S&P 500
      Company 2013 Performance 2013 S&P 500 Performance Disruptive Company vs.S&P
      Tesla Motors (TSLA) 260.0% 17.8% + 242.2%
      3D Systems (DDD) 29.9% 17.8% + 12.1%
      Zillow (Z) 136.0% 17.8% + 118.2%
      SodaStream (SODA) 28.9% 17.8% + 11.1%
      Netflix (NFLX) 180.4% 17.8% + 162.6%

      The article 5 Game-Changing Companies to Watch originally appeared on Fool.com and is written by Robinson Greig.

      Robinson Greig owns shares of Tesla Motors , 3D Systems, and SodaStream. The Motley Fool recommends 3D Systems, Netflix, SodaStream, Tesla Motors , and Zillow. The Motley Fool owns shares of 3D Systems, Netflix, SodaStream, Tesla Motors , and Zillow and has the following options: short January 2014 $36 calls on 3D Systems and short January 2014 $20 puts on 3D Systems. Robinson is a member of The Motley Fool Blog Network — entries represent the personal opinion of the blogger and are not formally edited.

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