MI Rewind: Is FAANG the New Value? w/ John Huber
The Intrinsic Value Podcast - The Investor’s Podcast Network
Durability in Investment Strategies
This chapter examines the concept of durability in investments, focusing on how competitive advantages like economies of scale and network effects contribute to a company's long-term success. It discusses the importance of strategic decision-making around capital allocation, the nuances of selling versus holding quality stocks, and explores the fundamental components driving investment returns using examples from notable companies. The chapter also considers the impact of major tech firms on the digital advertising market and the regulatory challenges they face.
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