While so many people are suffering because of COVID-19, it seems wrong to suggest that anything good will come of this, When things settle down, I think there will be positive outcomes we can point to. The time spent with my immediate family is something I know I will cherish. I am very close to all of my kids, but our lives are so fast-paced, there is no chance I would have been able to spend as much quality time with them under any other circumstance. I also speak to my parents almost daily and I have connected with friends I haven’t spoken to in years. I also think we all have an incredible opportunity to do some deep thinking and contemplate what we truly want to do with the rest of our lives. I believe the next Microsoft and Amazon will be birthed in 2020, and some of the best investment opportunities in decades may emerge. But more than any of that, I hope we all spend time thinking about how we can become better people… How we can become better citizens of the world and how we can all be a little more grateful for the blessing we have in the world and in this great country.
Professional investors know that the best way to make it big is to believe in something that almost everyone disagrees with - and be right. That could be a business idea, an investment opportunity, or a cultural trend.
Next week, I will be speaking at a Hispanic Leadership Summit at the United Nations. I was asked to speak on the topic of Unity. The following is a preview of my speech.
Happy Thanksgiving! The blog will resume on December 8, 2024.