This podcast is a great interview by Tano Santos and @mjmauboussin of @HarvardHBS Felix Oberholzer-Gee on his "Better Simpler Strategy" book. Economics, a bit of accounting, and a lot on Competitive Advantage. http://valueinvestingwithlegends.libsyn.com/felix-oberholzer-gee-the-competitive-advantage-of-value-based-strategy

🐦🔗: https://n.respublicae.eu/lugaricano/status/1616559607182249987