
Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research
The Education of a Value Investor
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The Seven Powers of Strategy Capital
Jeremy: How does one invest in a net flex that is spending all its money on acquiring new content, or in any other company that doesn't appear to be making any money? hamilton helmer: We have our own way of thinking, and we try to address it. pat'shaughnessy: Like i said, becaome as a so-called 'survivor' because you're expanding your circle of competence rapidly. But if the competition is somesuccessful then why not start with something like amazon who has been very good at delivering value for the customer over many years? jeremy: What do you do when you've lived in
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