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Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection

Focused Compounding

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How Do Engineers Think About Amazon Web Services?

Good companies will hopefully continue to innovate. Am, more in that kind of mind set when it comes to the things we talk about with movies and stoff a. There's often a big there's some tension in some companies in terms of engineering versus marketing. Having the best product doesn't mean you're going to be more successful.

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