Bruce Greenwald: The Death Of Manufacturing; Deep Value Investing In Juniors


Bruce Greenwald: The Death Of Manufacturing; Deep Value Investing In Juniors by John Chew, CSInvesting

Prof. Greenwald on competitive advantage, the shift to services and why profit margins are so high and may remain so.

Most recent interview of Prof. Bruce Greenwald

You should think through Prof. Greenwald’s thoughts. Regarding investing, it is the art of the specific, so don’t let the the above macro talk affect your investing too much. I do agree that service companies develop competitive advantage through either product economices of scale or regional economies of scale.

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Bruce Greenwald: The Death Of Manufacturing; Deep Value Investing In Juniors
Source: Valuewalk