Transport Sector, China and Asia-focused Research

Charles De Trenck

Equity Bottom-Up

<p>Every 3-5 years we get in a car and drive through several western States and Canada. I’ve probably been doing it for 15 years now (my first US cross-country trips were 1979 and 1983).</p><p>Even 10 years ago I thought Seattle was on the expensive side. But this August we spent more time in Montana, Utah on our way through to Canada’s West. Several things struck me: 1) incredible bargains and things to get from initial Internet efficiency going back a few years back, 2) More examples of how statistics…</p>

Every 3-5 years we get in a car and drive through several western States and Canada. I’ve probably been doing it for 15 years now (my first US cross-country trips were 1979 and 1983).Even 10 years ago I thought Seattle was on the expensive side. But this August we spent more time in Montana, Utah on our way through to Canada’s West. Several things struck me: 1) incredible bargains and things to get from initial Internet efficiency going back a few years back, 2) More examples of how statistics…

Americana: Bargain Travels Thru West N America, Tech's Simple Benefits, and Other Stories

Whole Foods Market

Americana: Bargain Travels Thru West N America, Tech's Simple Benefits, and Other Stories