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7 Powers with Hamilton Helmer
Acquired
The Importance of Counter Positioning
I've been thinking a lot about this recently, actually as it pertains to a couple of different investment opportunities I'm looking at. And a distinction that I draw is if the value of the incumbent can actually be replaced by a technology product rather than a technology enabled product. If you're thinking about do the existing incumbents stand a fighting chance, my answer would be yes against technology enabled businesses because they can tech enabled just as easy as these new entrants can start tech enabled. But when it's a pure technology product that's being sold, that is the actual value proposition to the consumer is this unique piece of technology. Yeah, very, very interesting distinction.
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