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Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy

Value Investing with Legends

CHAPTER

Strategy Is Simple

The idea of strategy is that we gain, we make more profit than other firms by doing one of these two things. I sometimes do an exercise now with companies where we look at all their projects and it's not a sophisticated analysis at all. Success comes from value creation, which of course we don't see on the P&L. Every beginning, every conversation starts with a re-increasing willingness to pay or a re-decreasing willingness to sell. If you have a really wonderful way to create differentiate value, morevalue than your competitor, I'm the least bit worried about your opportunities to monetize.

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