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Re: LutherTiggs post# 129156

Wednesday, 01/04/2023 2:29:52 PM

Wednesday, January 04, 2023 2:29:52 PM

Post# of 189380
Hi Luther,
Thanks for watching and replying to it. Durability "the question of whether a company is going to be around a decade from now, that's what actually dominates the value equation". What an insightful method of company valuation from Peter Thiel. Glad you found it useful too.

Michael Lebby obviously knows this and understands this is why end-users want to see a decade or more of competitive advantage before switching to disruptive tech.
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