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Anti-Fragile Value Investing With Brian Stoffel

Lead-Lag Live

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Is Big Data the Real Moat for Anti Fragility?

Large data is the real moat, right? Because you can really get more efficient as a large tech company. The big key is being able to collect it at a lower internal cost. We're starting to see that social media properties are not immune to being disrupted. And for the first time, we've seen Microsoft and chat show up.

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