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

Value Investing with Legends

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The Big Platform and Competition Between Big Platforms

I would definitely worry about that. But not so much because I think they have blown you out of the water with ways to create value that can be surpassed. It's just striking if you look at the big businesses, how much of their revenue and profitability is ultimately derived from these very early ideas. Think of how Amazon has built a very lucrative advertising business against Google,. starting from scratch, starting from nothing.

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