The differences between “Dying” Vs. “Bad” Industries, and the implications for value investors with Keith Weissman of Sibilla Capital. Keith describes airlines as one of the classic bad industries, however, it is not a dying industries. However, the PC industry will eventually be a dying industry. The interview was conducted with The Manual of Ideas. The founders of the organization are running a completely online value investing conference, more information here (Best Ideas 2013). The video is embedded below:
Tags: value investing
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