Are You a Conservative Investor?

Watsanka: For a very long time, my use of lennox actually blinded me to what a great business microsopt was. But since then, i have sort of er changed my thinking. So i tend to invest in companies like google, where i think they have very strong competitive advantages. Watsanka: There aren't that many te companies in my portfolio. If these were opening words, i'd say, get a cup of coffee.