Kai Wu - Mining Unstructured Data for the Intangible (S5E6)
Flirting with Models
Is There a Fundamental Difference Between Brand, Intellectual Property, Network and Human?
In your research, you talk about the four key pillars as being brand, intellectual property, networks and human. Do you find that these pillars are truly distinct and independent from one another or do they sort of bleed into each other in terms of how they're able to explain the cross section of returns? I think the s yes. But look, usually we can take a company and pretty quickly discern what is the primary pillar upon which it generates growth and earnings. So let's go through each of them.
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