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#8 Lawrence Cunningham: Quality Investing

Investing by the Books

CHAPTER

Energy Business

It's not economies of scale period or geographic reach period or brand power periods, all of them in combination. It's its position a that enables a safer prediction of durable competitive advantage. Whereas if it's shrinkingorif it's gotten pucked, you know, it's gott hit in a couple of spots. Eo, even if it's still strong, that's not a good direction. You so a, and i guess thats sort of in, ihear, we, i guess we've heard muffit referring to this so many timesthat he all he wants his sort of managers to be doing is to be widening them ll really.

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