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Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy

Value Investing with Legends

CHAPTER

Is It an Ecosystem?

Felix: People mean very different things when they say ecosystem. Sometimes it's more like an umbrella branding effect. Willingness to sell is much less intuitive than willingness to pay. So in that sense, the big driver of change is in willingness to sell. It's just how productive you can be with a stick.

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