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Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms

Value Investing with Legends

CHAPTER

Navigating Fixed Costs and Industry Challenges in the New Economy

The chapter explores the impact of concentrated fixed costs, such as R&D and customer acquisition, on large firms like Expedia and Booking compared to smaller players in industries. It also delves into Apple's challenges in diversifying revenue beyond iPhone sales and strategic decisions by tech giants like Microsoft, Meta, Google, and Apple amid competition and investments in innovative technologies.

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