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We'll cover a wide-range of frameworks and high quality businesses. We'll dig into some of the factors that enable these companies to generate high returns on capital today, and what might make those factors more or less relevant in the future. A considerable amount of our time will be spent analysing a company’s competitive advantage and their value proposition to customers. We place particular emphasis on understanding a company’s incremental economics.

I also cover investment philosophy, strategy, and general industry information.

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