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IPH #98: Pat Dorsey Moat Categories; $LYFT Earnings Typ0; Sam Altman is doing WHAT???

Chit Chat Stocks

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Analyzing Growth Opportunities and Strategy for Companies

The chapter delves into valuation methods and growth prospects for companies, comparing Airbnb and booking holdings. It discusses the importance of expanding a company's moat through increased supply and direct bookings. The conversation also explores the strategy of investing in emerging versus established companies with addictive products for customer loyalty.

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