Industry Focus

We talk through the natural and curated monopolies that exist in the tech landscape and use three companies -- Alphabet, VeriSign, and Axon -- to explore the traits of businesses with incredibly strong market position and why they're so attractive.

Stocks: AXON, GOOG, GOOGL, VRSN

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Direct download: 20211210_IF_Tech.mp3
Category:Podcast -- posted at: 2:45pm EST