End of my rambling thoughts and random musings.
I am curious what all of you think.
Criticisms welcome, I may be wrong.
othalan,
I have some experience here.
First investing based on mega trends is an excellent way to make a small fortune. . . out of a large one.
Much better to look for companies with a YPEG and go from there. Start at top line growth. Look for innovation and most importantly cash accumulation. I am very fond of cash. It is warm, and soft and feels good in my wallet.
If you look back to 1982, there are 4 companies that have ruled. Only two of them are new high tech wiz bang companies, Windows and Microsoft. The other two are pretty boring, Walmart and Berkshire Hathaway. Positive disruption and innovation will create wealth, but the disrupters and innovators do not necessarily keep it, nor reward the share holders for investing in it.
If you want to really know the future, find the companies making money. I believe that they will point the way.
Cheers
Qazulight