The Valor Blog.
Investment News and Views, Direct from Our Team.

Why Google may win the TV war

This new device is likely to disrupt the worlds current TV market:

http://blogs.wsj.com/digits/2013/07/24/googles-new-35-chromecast-device-streams-to-tvs/

I really would not want to be owning a free to air or even a non-sports based pay TV station with the online TV revolution that is coming.

I have been testing out the available devices for watching TV online and so far I think that Amazon and Google are leading the race. Apple is not far behind in terms of technology, however they are behind on the content and are more expensive at present.

Whilst we are generally not “technology” investors as trends change faster that you change your underwear, we do keep a very close eye on what is happening for structural changes to entire industries so that we avoid losing money in other sectors.