5min chapter

Rule Breaker Investing cover image

The Market Cap Game Show: Dodging The Dark Arts

Rule Breaker Investing

CHAPTER

The Irony of Text Messaging

David Frum: I was a slow adopter at text messaging, and if I had to convince myself that text messaging is going to be my primary form of communication, I think I would have a hard time doing that. He says any sufficiently advanced technology is indistinguishable from magic because trying to talk to our younger selves a generation ago about what's happened is something that will never technically happen but yet it's still such an eye opener for investors. Frum: ASML Holding, operating at a microscopic level in the semiconductor industry, is one company we should invest in today.

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