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Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle

Excess Returns

CHAPTER

Evaluating Tech Giants in Value Investing

The chapter explores the challenges and opportunities in investing in tech giants like Amazon, Google, and Microsoft, considering their unprecedented growth rates and unique market dynamics. It also discusses the capital intensity of these companies and speculates on their ability to maintain dominant positions in the market.

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