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The power of concentration

Capital Ideas Podcast

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The Characteristics of an Investor's Investment Style

I feel like every time this notion of this industrial renaissance comes up I'm reminded of the snoopie comic strip where you know like Charlie Brown is running to kick the football and Lucy is holding it. But there's always been something that seems to come to kill the party and quite frankly I hope I am wrong because a lot of the investment is really directed at things that will make the planet a better place. So I'm really rooting for a different outcome but as I mentioned I've been kind of scarred by this long history of watching Lucy pull the football away from Charlie Brown so many times in the past.

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