We find that value investing strategies can be improved by adding intangible assets
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Tren Griffin @TrenGriffin
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Jun 30, 2021
2/ If you want to read a paper on this that supplements what Mauboussin has been writing about intangibles read: https://t.co/IqnZwpiRNI The new Andreessen Interview on Invest with the Best I quoted last night is also in no small part about how intangibles are eating the world.