Why the takeover boom is only starting
The Money Puzzle
00:00
Bottom Up Investing
"We start with te bottom up approach, which means that we're looking at individual companies. And what we tend to find though, is we find a company that's doing well in an industry, we'll probably find three or four others that are doing well in that industry," he says. "And guess what? That that reflects a thematic or a theme."
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