3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP465: Value Investing in the Digital Age w/ Adam Seessel

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Is There a Competitive Advantage in the Market?

A lot of companies are getting slaughtered intact, and they deserve to be slaughtered because they have no competitive advantage. But then there are few, you know, sub five %, that do have competitive manages, and they're also getting slaughtered. And those are the ones on mine. We're gong to talk more about this company, i think, in a minute. It does take the secular trend of technological change, and it applies to how we can make money in the market.

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