26 Tips about Sectors

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The physics make sense to us that this is a resource that’s being used up. Every major field outside of Saudi Arabia is in decline. Those people who...
I first got interested in technology stocks after watching things like Micron Technology go from $20 to $40 to $20 to $40 to $20 to $40. The...
My law of money management profitability says that because of fee structures, the rate of return a money manager gets on its capital is, by...
We don’t do a lot in technology. Successful technologies change something, creating an efficiency or demand that wasn’t there before. But the very...
There's a saying that you should not confuse a clear vision with a short distance. We're willing to own gold even though it may not act as a hedge in...
We’re focused on four sectors that have exhibited unvarying demand regardless of economic activity and that have key fundamental strengths that help...
We still don’t believe long-term, market clearing oil prices have moved to a level substantially higher than $40. I know it sounds silly because...
We don’t look at gold as a commodity, but as a form of insurance against what Peter Bernstein calls extreme outcomes. In most circumstances in which...
Our “trifecta” is to identify companies with increasing returns, growing cash flows and an ability to reinvest profitably, which is what we see in...
Educational systems are generally geared to educate the elite, not the masses. But the industrial economies of the past, where you just needed a few...
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