#36 The Runner
Behind the Balance Sheet
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Looking Ahead in the Stock Market: Considerations for Automated Vehicles and Diversified Portfolios
This chapter explores the potential impact of automated vehicles on companies like Copart and the shift to electrification and renewable energy sources. It delves into investing insights from trips to China and Japan, emphasizing the importance of building relationships with management teams and maintaining a diversified portfolio. The conversation also focuses on the valuation gaps between small cap and large cap stocks, highlighting specific companies like Florinacore with strong growth prospects and competitive advantages.
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