The Biggest Lesson I Want You to Take Home

Yarishie moni: You can get a sense that a business has an advantage from either being a customer or looking at the numbers. It may take a lot of digging and work to actually understand what that advantage is, but it can be a big edge once you figure it out. And then that can also give you very strong conviction to hold on when they have been temporary headwinds. We can now go to questions.

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