Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468
The Meb Faber Show - Better Investing
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Investing in the Supply Chain
I'm taking some concentrated idiosyncratic risk but also diversifying across an idea. I recognize I may not be able to choose the winner, especially in these kind of second bucket of themes where there's big discontinuous change. And it may make sense to buy the two best names and let them fight it out because if the pie is growing in an enormous and rapid way, they're both going to win. So you say, OK, I've identified this bucket. Do you set sort of a time horizon for this investment? And then how do you kind of update it on either, hey, it's worked out, these have run too far or this is something that maybe the macro pictures
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