#18: Roger McNamee on Being in the Right Place at the Right Time (and Making the Most of It)
Superinvestors and the Art of Worldly Wisdom
The Importance of Good Luck in Portfolio Theory
In 1982, Roger Johnson was hired as an investment analyst at T-Roe. He quickly learned that he didn't know how to cover the defense electronics sector. After six months of flailing, his boss told him: "If things don't improve here in a big hurry, you're going to have to look for one of them" That's whenJohnson switched sectors and has outperformed the market over the last 35 years.
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