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1 year ago

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Breakingviews - Tech investors may be overvaluing moats

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Breakingviews - Tech investors may be overvaluing moats

Technology investing is mostly about carving out a business that can't be copied and reaping monopoly-style margins. Investors seem to think Microsoft and Apple have done this, but they may be overvaluing the moats.

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Breakingviews - Tech investors may be overvaluing moats

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Breakingviews - Tech investors may be overvaluing moats

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Unlocking the Power of Knowledge
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Unlocking the Power of Knowledge
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