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#7 – Michael Mauboussin: The Fascinating World of Increasing Returns

Scaling Theory

NOTE

Investing in Businesses with Sustainable Excess Returns

Identifying and owning businesses with an ability to generate sustainable excess returns over time is crucial for investors. This involves evaluating if a business can maintain growth, produce attractive returns, has a competitive advantage (measured by its 'moat' and sustainability), and if the market recognizes its value.

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