The RAFI index has outperformed without being systematically underweight the energy sector as a whole, just that segment of the market which had
bigger growth aspirations than its current economic size could shoulder.
Not exact matches
Shopify's IPO marks a significant stage in the
growth of the business and hopefully fuels the
aspirations of other promising private tech companies: to go beyond launching and selling their companies early on in the development process, and rather lead with the vision to build
big and for the long term.
If you think about the comparative
growth characteristics of Netflix versus HBO, Netflix can grow at a faster rate, they have a better business model because it's direct and they can offer better prices to consumers even if HBO chooses to go direct and it's going to be a
bigger subscriber base long - term because of their global
aspirations.»
Second is what I call global flattening, which is really just my shorthand for the rise of middle classes all across the world in
bigger numbers than ever before from China to Brazil to India to Russia; middle classes that increasingly have the kind of energy and consumption patterns, demands, and
aspirations of Americans; and at the same time, global crowding — global population
growth.