Focused Compounding cover image

Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries

Focused Compounding

00:00

How to Make a Profit in an Industry?

A fie surveys much larger market share, about double than the other companies. Ah, there might be a size that is too small to be below but davin insists that in this industry, that's not sure. They've all made money for a very long time, for decades. So it's not something like you have to get to a certain scale to be able to be valuable. I think thats usually the most important thing. Ye. But the thing you don't want in an industry is to have a large um habitable zone. And so generally, the way in which you make an industry better for you is to keep upping the anti in terms of how much is required to

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app