Jump to content

Some thoughts on moats and competition


Liberty
 Share

Recommended Posts

i dont know why but after reading this --- 'irrational behaviour .... positive feedback loop..."  i think of facebook's recent whatsapp acquisition.  in order to remain the dominant player, is FB behaving irrationally?   

 

thanks for sharing this article, quite insightful.

Link to comment
Share on other sites

Anybody has a copy of that 1970 Essay by Soros?

 

BeerBaron

 

He wrote:

 

Some people asked me where they can locate the George Soros REIT report that I mentioned in the last post.

 

You can find it in “The Alchemy of Finance”. The report is replicated on page 61 to page 63; the author’s follow-up analysis (page 64 – 68) is also very instructive.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...