Tom Slater on growth investing and prediction

Many people are focused on trying to predict economic variables.  They are inherently extremely difficult, if not impossible, to predict.  At the same time, there are a lot of predictable trends—in communications, computation, machine learning, energy generation and storage, gene sequencing, and synthetic biology.  We focus on predictable trends and the opportunities they create.

~ Tom Slater, "Why Moderna, Illumina, or Meituan Could Be the Next Tesla Stock," Barron's, June 18, 2021