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Ep 445. Market Share and Profitability: Unraveling the Relationship

Focused Compounding

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Balancing Highly Specialized Assets in Business Strategy

This chapter delves into the advantages and disadvantages of specialized assets in various industries like transport and casinos, emphasizing the impact on returns and flexibility. It explores the trade-offs between owning specialized assets for high value and the challenges in repositioning or divestment.

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