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Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
Capital Allocators – Inside the Institutional Investment Industry
Investing in Monopolies and Thoughtful Strategies
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The chapter explores the genesis of 'The Myth of Capitalism,' focusing on high corporate profit margins and industrial concentration in the US. It discusses the strategy of investing in essential service providers with natural value chains, contrasts long-short and long-only approaches, and emphasizes the importance of compounding money and avoiding capital loss. The conversation extends to identifying global monopolies, highlighting natural and harmful monopolies in various sectors and the risks and rewards of investing in monopolies created by law.
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