Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
Capital Allocators – Inside the Institutional Investment Industry
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Investing in Monopolistic Markets
This chapter explores the intricate dynamics of investing in companies with monopolistic characteristics, focusing on the potential benefits and risks posed by both natural and unnatural monopolies. It highlights the significance of identifying high-quality companies that generate consistent free cash flow, while also discussing strategies like long-short and long-only investments. The importance of thorough research and understanding company leadership is emphasized as crucial for making informed investment decisions.
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