Sector Selection
topic on 1 show · 1 statements across 1 episodes
1 statements about Sector Selection, every show
MacDonald: Investor Skill Cannot Overcome Cyclical and Secular Industry Declines
“When an industry that is facing a cyclical and secular decline, which was happening in the late 2000, no matter how good an investor you are, it doesn't matter. I learned about You got to be picking the right sector, technology, healthcare, the importance of l…”