
209: Neeraj Monga – Contrarian Stances on Fundamental Inflection Points
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Blackberry: A Canadian Company
My primary area of work is North America. And that's what I do most of my work and some of the world's best work or my own best work has been done in North America. So these couple examples have been on Indian companies, but you actually do a lot more work on US companies,. That's right, because those Indian companies have only done work on three or four Indian companies. Just because of Netflix. Damn Netflix.
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