7min chapter

Excess Returns  cover image

High Conviction Value Investing with Chris Davis

Excess Returns

CHAPTER

Durable Companies and Winner Take All Brands

This chapter explores the characteristics of durable companies and the shift towards winner take all brands. It discusses examples of durable companies and compares the durability of consumer companies in the past to technology companies today. The chapter also touches upon the vulnerability of established digital giants and concludes with an investment lesson.

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