#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
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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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