The analogy between hotel visits and portfolio management illustrates the importance of exploring new options while maintaining existing favorites: you cannot patronize new hotels without neglecting old ones, but complete focus on old favorites means missing better opportunities.
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Speaker
Anthony BoltonEvidence Quote
“do you go back to your old favorite hotels...do you check out some new things...do you have chicken and fries every night or do you sometimes try lasagna...you can't forget about things you own because the world changes”
Source
Anthony Bolton | Podcast | In Good Company | Norges Bank Investment Management— Norges Bank Investment ManagementCreated: 8/11/2026, 8:00:12 AM
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