I read investment letters from famous investors and catalog them for easy reference. Select and timely podcasts and videos also.
Those companies do have great power now. I think the valuation is about right in that light. For them to go down, we need to see more competition or anti-trust.
Those companies do have great power now. I think the valuation is about right in that light. For them to go down, we need to see more competition or anti-trust.
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