John Rogers

John Rogers: Doubling Down On Industrials

John Rogers: Doubling Down On Industrials by John Rogers, Forbes

H/T Dataroma

There are some businesses I might never really understand, which doesn’t bother me at all. Some companies seem too complicated or overly risky, or operate in industries where it is tough to get an edge. On the other hand, when I am interested in an area, I seek to know everything about . . .


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