Disruption Stories: The 2 Stocks Our Analysts Think Could Be Most At Risk

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 23 February 2026

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

We look back at stories of companies that were disrupted -- Siebel Systems and Apple (NASDAQ: AAPL( -- to better understand how disruption emerges and whether history can be a guide for disruption during the AI paradigm shift. Asit Sharma, David Meier, and Tim Beyers discuss: - Disruption stories from history. - The three signs of disruption and why they matter now more than ever. - Two companies that may be at serious risk for disruption now and for the long term. Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Companies discussed: FIG, TOST, CRM, HUBS, TTD Host: Tim Beyers Guests: Asit Sharma, David Meier Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Is your SaaS portfolio being disrupted?
0:07.7	We're going to talk through the signs, and you're going to want to pay attention.
0:10.9	You're listening to probably full money.
0:20.8	Welcome, Fools. I'm your host, Tim Byers, and with me our longtime Fools, Asset Sharma, and David Meyer. Thanks for being here, Fools.
0:27.6	Thanks for having us, Tim. Thanks for having me.
0:30.2	So last week was a pretty turbulent one. Both the S&P 500 and the tech heavy NASDAQ ended the week up a bit.
0:38.3	So there's 1.12% for the S&P and 1.28% for the NASDAQ.
0:43.3	But there were some sharp sell-offs in the software as a service sector, and fears of disruption are ripe.
0:49.3	So what does it look like when disruption happens?
0:52.3	We're going to look back to look forwards here
0:54.9	and talk about some disruption stories. And I'm going to tell you, too, guys, that I think
1:01.2	are instructed, these are from the past, but I think they're instructive about what's going on
1:06.8	now. And I want to talk about Siebel Systems and Apple. So, you know, audio show of hands here.
1:16.6	Dave Asset, do you guys remember Siebel systems? Tom Sebel? Fagley. I do.
1:22.7	Okay. All right. Maybe there's a reason why it's, you know, so far displaced from my memory. This must have been a big disruption.
1:29.9	Yes. So between 2003 and 2005, it was becoming increasingly apparent that the incumbent supplier of customer relationship management software, which was Siebel Systems, was being disrupted by Salesforce. And so if you don't remember,
1:46.9	Siebel had a CRM package that you installed. You managed yourself. You would have to upgrade it
1:53.6	yourself. And it was a big pain in the butt. And Salesforce had come out. And I remember this
1:58.9	campaign at the time because I was still working in marketing
2:01.8	and PR. But Salesforce, as part of their bid to disrupt this sector, they came out with a slogan
2:09.4	and it was literally a button. It was almost like a campaign button where they had software
2:14.2	written on the campaign button and a slash through it. And the whole idea was no software.
	...

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