The Parallels Between Football and Growth Investing

You're looking at the best industry groups first, right? And then within those industry groups, you're going to have a number of great stocks. But if you're in a larger kind of secular trend that's going on within a semiconductor group or the software group, like we're seeing this year, you just want to make sure you have some exposure to thatGroup because there's a really large trend and it's carrying all those stocks. Those are things that you just have to keep in mind.