EP 341. Industry Analysis: Judging a company’s market position in its industry
Focused Compounding
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Rational Competitors, You Know?
Rashaad Vatanka: Competition is more of a problem if there's behavior from other companies that isn't rational. He says the big one is beingventured backed, venture capital backing. But in a business like that, as long as you maintain a gap in your performance verses your competitor, then you that things will change. And so i want a double click on that.
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