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EP 341. Industry Analysis: Judging a company’s market position in its industry

Focused Compounding

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Do You Have a Highly Differed Product?

The best products in the world are pretty much a, they're actually more like commodities. A highly differentiated might be fine for having a position in a market that's good but it isn't necesloy going to lead to a totally dominant position there. Being good enough in all sorts of differt ways is usually one of the best things that you can do in terms of strength of your defensible position.

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