“I guess my point is that even if you had tomorrow’s newspaper in advance of everybody else, you still don’t know how to position the chips because……..the markets may not react according to what we all believe consensus is. And so it just gets so difficult as you’re trying to predict what consensus is coming up with, and you may be wrong. So ultimately again, I come back to, I think you’re going to feel much more comfort if you’re invested alongside some Global Champion businesses that have really long enduring pricing power. And when I say that what I mean is, that even if you had a virtually identical competitor, that they can maintain their pricing at premiums and raise those prices over time. And if you’re aligned in those types of businesses, then you’re not worried about what happens in the election.”
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