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Modest Proposal – Value is Dead, Long Live Value - [Invest Like the Best, EP.95]
Invest Like the Best with Patrick O'Shaughnessy
Can Big Tech Get Into Anything?
The lack of focus is an investing truth that like focus and niches are just going to work better than do everything platforms. The question ever should be asked, can big tech get into something that a portfolio company of yours, or someone you work for, can they get into it? Yes, they can. We were talking before we started about, i mothave mispronounced his last name, but one of the original paphelmofia guys, keith ro boy, hadan interesting point on twitter about post 95. Any company, especially in niches, that has any sort of traction, really hasn't been killed by one of the big incumbents. And that's very counter
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