EP 341. Industry Analysis: Judging a company’s market position in its industry
Focused Compounding
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Isn't That Competitive Advantage?
There's not a big enough market for some one to be number two or three for that part. Scale is obviously the biggest advantage early on. Having something where yu're going to do ten things over 10 years is a big advantage. And so if you're always a few years behind, you know, then it can become difficult. If they come out with a equivalent pro there's no reason for people to switch.
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