Pick & Shovel Investing

During the Gold Rush, most would-be miners lost money, but people who sold them picks, shovels, tents and blue-jeans (Levi Strauss) made a nice profit.
Peter Lynch - One Up On Wall Street page 14.

Hal yang simpel, tapi powerful.
Dulu lagi rame coal, beli HEXA dan kontraktornya sekalian tongkangnya si TPMA atau MBSS.

Dan lain sebagainya.

Kalau jaringan jauh?

KETR: Developer Sang pengelola submarine - SKKL - Konversi CLV Bentang Bahari.
CCSI: Salah satu produsen kabel fiber optic (10-11% Market share). CCSI owned 1% KETR. - Conglo + Historical connection.

$INET $CCSI $KETR