Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
Enter the Labyrinth
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The Competitive Advantages of Software Companies
You mentioned that they have sort of a database of, I don't know, 50,000 potential acquisitions. And now there's plenty of competition of, you know, large private equity firms that just do software. So how do you think about, I guess, their process and the pros and cons? The question of whether they can continue that when there's now a lot more bidders.
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