MI165: Is FAANG the New Value? w/ John Huber
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Role of Monopoly in Fan Companies
The biggest risk is some sort of legislation that comes out that ends up handicapping either the growth rate or the way that they do business. There's potential risks there, but I think these companies have proven to be successful at navigating some of these challenges thus far. The Gary Kasparov class on chess turned my game around. Get unlimited access to every Masterclass by signing up for $10 a month.
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