
EP 341. Industry Analysis: Judging a company’s market position in its industry
Focused Compounding
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Are There Any Other Indicators of a Strong Position in an Industry?
Market share and margin stuff are interesting because they, well, in a lot of riups, they'll say that this indicates that theyhave a strong position or something. Um, it's hard to tell. I don't know that having a large market share is usually a big advantage in an industry. It's more of a result of things that you're doing well. A, and so you could maybe tell that if market share changes very slowly in an industry, then it's probably an industry that doesn't have a lot of change. But you'd also see, ther problya volatility of margins between the companies.
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