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Constructing an Intangible Asset Based Value Strategy with Kai Wu

Excess Returns

00:00

Do You Think We Can Get Closer to the Value of Network Effects?

Companies with network effects have been historically unread valued by the market. I don't think that even with Kirby methods, we're able to kind of get that close. We might be a seven out of 10, but the market's a three out of 10. That still gives us a bit of a, a, a,. a,A, a, Market of safety there.

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