Playing Your Cards Right
If you have been following my articles you will notice that I am attracted to companies that occupy an advantageous position in the supply chain. A perfect example of my "Bottle Neck Theory" is Corning's Gorilla Glass, a product which is utilized on smartphones produced by different companies. Instead of speculating about what company is going to win the smartphone wars, all one need do is purchase a company that profits from selling to all of them. It is much easier to arrive at the conclusion that there will be more smartphones using Gorilla Glass than attempting to pick the phone that will ultimately dominate the market. I believe that investors are well served to search...
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