EP 341. Industry Analysis: Judging a company’s market position in its industry
Focused Compounding
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How Do You Make Money With Your Suppliers?
How you make money is through bargaining power in each of those things. Am, so i'd say bargaing power with suppliers. If yo're buying a commodity, then you're not going to really have much bargaining power. Car makers may be vastly overestimating how strong their business is to be in a few years.
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