Stephen Klepper
person on 1 show · 1 statements across 1 episodes
1 statements about Stephen Klepper, every show
Mauboussin: Industry Shakeouts Offer Prime Investment Opportunities as Markets Consolidate
“When it rolls over, you know, so in other words, the number of companies is declining. It's actually really interesting time to invest because usually the industry itself is continuing to grow and it's a fewer number of companies that are capturing the spoils,…”