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Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy

Value Investing with Legends

CHAPTER

Is There Competition in Your Industry?

Jurek: I was fascinated by these plots and your discussion of these. Why? Because you see a lot of within industry variation of our ICs, for instance. That is what is leading towards your statement that maybe it's faulty strategy more than the nature of the bias to entry in that particular industry. Jurek: When companies ask where are best opportunities, my response after having looked at the data is always your best opportunities are close to home.

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