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Chris Cerrone - A Simple, Quality Discussion
The Business Brew
Is the Competitive Advantage Period Going to Go Away? Or Shouldn't Capitalism Kill This?
Chase: It isn't always obvious to us right away which businesses are going to be truly exceptional ones. Chase: A dozen or so businesses account for nearly all the returns over that period of time. He says it's a story if they've earned a bigger slice of the portfolio because their underlying earnings have grown.
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