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

Value Investing with Legends

CHAPTER

Is Blockchain a Compliment or a Substitute?

It's not clear whether that digital is a compliment or a substitute. How does one sort that out, for example? Yeah, that is such a complicated question. In fact, it's part of how my research on the digital transformation got started. I was fascinated when Napster and all these new services came along. And you see industry revenues fall very quickly.

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