Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum
Focused Compounding
00:00
Game Workshop
Games are not being bought primarily based on the quality of the material. If they want o skimp on the materialad and then the ip can capture a lot of the value, even though they've actually cheapened it. Most companies? Wellye, i would say the danger for most companies is going to be externally inflicted harm by competitors, rivalry, but also suppliers.
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