Our portfolio was more of a Roach Motel-stocks came in and never left. This was exciting. - Andy Kessler

A product lowers the cost of doing something and eventually, customers will figure this out and buy the stuff in big volume, but they're not going to buy yet. You've got to have real conviction to step up and own this kind of company-you're staring over the edge of the waterfall, not sure when the growth is going to start.

By the way, I love paradoxes.They usually mean someone doesn't understand what's really going on and you can invest in things other people "can't know." I start salivating when I hear that word paradox.

Cheap power helped create a new market that didn't exist previously.