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Learn/Markets, theses, and sourcing
LearnMarkets, theses, and sourcing

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B Basic

  • Sizing a market like an investor10m
  • Why now: what changedPro8m
  • Market structure and where value accruesPro9m

A Advanced

  • Network effects and marketplacesPro11m
  • Competing with incumbentsPro10m
  • Building a thesis and sourcing from itPro10m
  • FlashcardsPro0/16
  • Basic quizPro80% passes
  • Advanced quizPro80% passes
  • Terms

Market structure and where value accrues

Some markets hand most of the profit to one company; others support many. Knowing which one you are in changes what a company is worth and what you can pay.

This lesson is Pro

All 6 lessons in Markets, theses, and sourcing, with checks as you read, two quizzes, and flashcards.

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