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Value Investing with Legends

James Bessen - Understanding the Tech Paradigm

May 31, 2024
James Bessen, Executive Director of the Technology and Policy Research Initiative at Boston University, discusses the impact of proprietary software on industry disruption and the shift from mass production to mass customization. The conversation delves into the challenges and opportunities in the digital age, reflecting on the future of value investing in a tech-dominated world.
45:54

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Proprietary software impacts industry stability and market concentration.
  • Transition to mass customization in retail reshapes competitive dynamics.

Deep dives

Scope Expansion and New Content Approach in Valley Investing Podcast Season

In the latest season of the Valley Investing podcast, hosts Tana Santos and Michael Mabusen introduce a new approach aiming to broaden the scope of discussions to cater to a diverse audience, including portfolio managers, investors, analysts, students, and alums. An emphasis is placed on understanding modern value by exploring concepts like barriers to entry as a crucial factor in determining value, based on the insightful perspective of investing legend Charlie Munger.

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