
#11: Dale Wettlaufer on Value Investing in the 21st Century
Superinvestors and the Art of Worldly Wisdom
The Importance of Truck Tonnage in the Economy
"I think half of the business cycle is still industrial production and it's a doubt theory, right? I mean, if industrial zone fire, you should be able to see it in the transports," he says. "Coming around the bend now, the high tonnage elements of the economy are auto production and home building."
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