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Modest Proposal – Better, Cheaper, Faster: Why Companies that Reduce Friction Win - [Invest Like the Best, EP.193]
Invest Like the Best with Patrick O'Shaughnessy
Competitive Analysis - Is It Essential for Growth Investors?
The most successful investors are willing to take on, in many cases, a level of uncertainty at the outset. And they get a higher conviction in some of these newer business models. Those who have really prospered over the last ten, fifteen years have been early to understanding some of these new business models. But certainly first principles is being much, much better business in competitive strategy....
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