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RWH046: A New Golden Age w/ Bob Robotti
We Study Billionaires - The Investor’s Podcast Network
Evolution of globalization and shifting advantages
The speaker, once considering themselves a bottom-up value investor, now focuses on businesses poised for growth due to cyclical and structural changes. They emphasize identifying businesses with significant growth potential and favorable valuations. The speaker highlights the evolving nature of globalization, stating that using the term 'de-globalization' is a misunderstanding. They illustrate how advantages shift among countries over time, such as from Japan to South Korea, then to China. Through experiences investing in Asia, the speaker learned to recognize undervalued opportunities in different countries, observing businesses relocating from one country to another based on competitive advantages. They anticipate an acceleration in the trend of businesses moving out of China.
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