@rabois @stevesi The tendency is for people to be easily confused by revenue in a value chain. Revenue is not ROIC or profit. Moats matter. http://pic.twitter.com/XXMgT9ktnW
— Tren Griffin (@trengriffin) February 26, 2017
from Twitter https://twitter.com/trengriffin
February 26, 2017 at 03:38PM
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