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Interview: Hamilton Helmer & Chenyi Shi on How to Build an AWS-Like Second Business
Acquired
How to Transform a Company's Power
If you are analytical and can figure out and quantify a company's power, then you can assign it a more accurate multiple of profit than anyone else can. And so I completely agree, and you properly constrained it. If there's a long history of financials, it's already in the price. So does Walmart have power? Sure. My dog can tell you that. Right. The proposition of strategy capital is if you have a differential understanding of long-term competitive outcomes in places where that's really hard to figure out,. You can value things more carefully. A fundamental thing in strategy is think all business definition, which is What really are the boundaries of your current business?
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