Buffett always talks about how he had to unlearn some of Ben Graham’s teachings to take his businesses to the next level. I increasingly feel like I need to unlearn the idea that buffetts strategies continue to work today. Too much competition and a different environment :(
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Like companies named dura?
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Oh there are 100s! Most target a niche through a combination of model (roll up different than accumulator etc), fund versus opco, horizontal vs vertical, size, type, sales model, growth rate, exit or not, etc. It even gets more nuanced. Ultimate does just hr software for ex
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Dura is an accumulator technically. Same category as constellation. Few play this way as it’s harder to execute we think.
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