Capital Ideas Podcast Is 'The New Geography of Investing' still new?
7 snips
Dec 19, 2024 Uncover the shifting world of investment as experts highlight how companies should be assessed based on their operational locations rather than their headquarters. Explore the potential resurgence of Japan amidst changing geopolitical dynamics and the charm of the U.S. market for foreign entities. Delve into the impact of digital disruption on industries, focusing on tech advancements and their implications on manufacturing. Finally, consider the importance of innovative management strategies and the role of historical economic perspectives in today's creative capitalism.
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New Geography of Investing
- The "New Geography of Investing" means evaluating companies based on business location, not headquarters.
- This approach considers revenue sources to understand true risks and opportunities.
Misleading Classifications
- Rob Lovelace shares a story about a biotech company with Danish incorporation but US operations.
- This highlights how traditional classifications (e.g., domicile) can be misleading for investors.
US Market Strength
- The US market's persistent strength attracts companies, individuals, and capital.
- Factors like cheaper energy and opportunities in energy transition contribute to this.
