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#29: Louis-Vincent Gave On Staying One Step Ahead Of The Markets

Superinvestors and the Art of Worldly Wisdom

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The End of Globalization

The de-globalization trend, that's kind of really in its early stages, does that put a damper on that the top line growth side of the equation too? I would think so, yes, you're absolutely right. Look at Walkway's effort to now launch its own operating system, now that they basically fear that they're going to be cut off of Android. They almost have no choice but to say, all right, one option is we collapse our business, the other is we've got to develop our own operating system. It's astounding that these trends are so, I mean, they're playing as day to see them kind of unravel or just playing out.

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