Saturday, April 30, 2011

4) FMR: if you lived another 50 years what asset class or sector would you add to circle of competence?

It would have to be big, if i could really become an expert, I mean
real expert in technology filed that would bew awesome, it is going ot
be a huge field, there is likely to be a few huge winners and many
disappointments, your not going to have a big edge in oil, but the
degree of discrepancies in technology will be very dramatic and the
gains will be so.

CM - tech or energy - i think we are the wrong people to develop the
expertise, i d think we have could try to identify someone with
abilities we lack, but its been hard to find.

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