We’ve always made our biggest money by getting in front of trillion-dollar trends before they are noticed. And I had an epiphany the other day. I realized there are three burgeoning Revolutionary trends that are in the sweet spot for us. We should focus our buying exclusively on these three sectors.
You might recall that we were among the first investors in the Streaming Revolution, Smartphone/App Revolutions, Cloud Revolution,Cryptocurrency Revolution and Electric Vehicle Revolution. The App, Cloud, Streaming, Crypto and EV revolutions are still crowded, as everybody wants to be a Revolutionary Technology Investor. I want to exclusively focus my time, energy and investing on these sectors for the foreseeable future: 1. The Re-Domestication of the Supply Chain Revolution. (I’m trying to come up with a catchier name that fully conveys the concept. I’m open to suggestions from readers.) The boards at every company on the planet that source anything from China or the Middle East are sitting around talking about how they can’t continue to use the same globalization playbook. They have to bring as much of their supply chains, factories and logistics to their home country as possible. That means hundreds of corporations are going to spending trillions of dollars building factories, distribution networks, and other supply chain services and products in the next decade. Companies are going to invest as much as possible upfront to make sure these factories are as laborless as possible. Despite the focus on laborlessness, the onshoring of trillions of dollars of annual output into the U.S. will create millions of new jobs; it’s just the output per employee will be at previously unheard of levels. In some sense, Tesla
is the model for what will happen across a …