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I am at heart a thematic investor. I find a theme that I really believe in, and then commit to it. This has pros and cons. I will ignore assets that are doing well that don’t fit this theme so can miss out on substantial upside, but the pro is if I am right, I tend to boss the market. And the simplest, biggest theme I can find is that we are moving from an era of excess capital to capital scarcity.
