While I agree that the board's premise has value and the investing ideas discussed here are compelling, I would suggest that this level of growth in affluence is unsustainable unless one accepts the idea that the environment in which we become more affluent does not matter. Possibly we should define what 'a sustainable manner' means and begin searching for those companies. To my mind only a carbon and resource neutral company is sustainable. Others may disagree and I'd like to hear those ideas.
You never know who's swimming naked until the tide goes out - Warren Buffett