Rule Breaker Investing cover image

The Market Cap Game Show: Dodging The Dark Arts

Rule Breaker Investing

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app