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4min chapter
The power of concentration
Capital Ideas Investing Podcast
Themes for Equity Investing
Martin: There will always be this kind of constant wave of innovation on the horizon that will help to fuel both global economic growth as well as market appreciation. He says he sees a focus on quite a few of these mega-cap technology and media companies. Martin: As a bottom-up stock picker, any themes that come up are more accidental, then deliver it.
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