Subject: Re: Future growth
I am wondering if the magic to cap-weight indexing in today's climate of gorilla game companies isn't putting more money into the the fast growers even if it looks expensive isn't the best strategy. Owning the 10 companies that will dominate, even if they look expensive, is all that matters. Nobody really knows who they are going to be.

Water the flowers and let the weeds wither and dry.

Who is to say there are not more winner take all companies coming our way?