Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468
The Meb Faber Show - Better Investing
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Is Investing at All Time Highs a Good Idea?
I've never held a theme for five years. I won't say it's impossible. It could be the same theme name with a lot of different constituents over that period. Like holding the same set of names seems really unlikely because these companies are going to move and fits and starts. But you asked the question when you started Mab Around Valuation. You know, they are higher octane, higher energy, higher multiple themes in general. They can blow through whatever their historic range of multiple was and actually maybe grow into that multiple as people realize the sales power.
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