A discussion of tech stocks dropping, cyclical rotation, monetary policy and more from The Compound. Video here ~~ IU.com.au/share/?dsctp=shr-yt&shr=4IocXIdostI&symbol=AU200AUD (~50mins)
“The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.” – Warren Buffett