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Phil Ruvinsky - Sustainable Competitive Advantages in Technology

Value Investing with Legends

NOTE

Valuation as a Range and Importance of Management in Business Evaluation

Valuation is viewed as a range determined by various factors like growth, profitability, and future expectations, using tools like DCF, competitive advantage period, and IRR calculations. Management is crucial in business evaluation, with a focus on qualities like consistency, long-term vision, and alignment with investor goals, as well as factors such as compensation and ownership.

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