6min chapter

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LinkedIn is Leaving China, TikTok is Bad for Teens, Too, and Friend of Pivot Christopher Mims

Pivot

CHAPTER

Investing in Supply Chain Disruption

Chris Anderson: Supply chain disruptions have shown how spoiled we are. He asks who is well positioned, or vulnerable by the changes in supply chains. Who will be winners and losers? And what investment thesis would you use to make that decision?Anderson: I think virtual goods are a winner because they can't get physical books to people.

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