It would be better if investors gave no reason when they turned cos down than their usual "it's not you, it's me" reasons.
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Your advice appears to be based exclusively on survivorship bias. Being in a crowded market does not transform you into Google.
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Was that what I meant?
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You say "crowded market" is a "bogus rejection" and present Google as evidence; argument is only valid if Goog success was related to market
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No. To work as a counterexample, all Google has to do is succeed despite being in a crowded market.
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You're really saying Google's success despite being in a crowded market means that ALL investor criticism based on crowded markets is bogus?
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No, specifically that rejecting a company for being in a crowded market is. That being how counterexamples work.
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Respectfully, no it's not. Just having a counterexample doesn't invalidate a belief. After all, there are counterexamples to everything!
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Weighing the evidence - Google on the one hand, all other search cos on the other - I conclude that being in a crowded mkt is a disadvantage
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In my exp only good investors say no. The others give you homework
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Sometimes the rejections are true concerns but should still be totally ignored!
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Many investors have not the slightest clue. Just decide by feelings.
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Hi Paul, are you sure Amazon's margins are 3%? To me, it looks like they're just re-injecting most of the profits into the company.
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What could be example of virgin market? Tesla, Uber or what?
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I wonder if founders have tried retorting the Socratic method. "Isn't it true that Airbnb was 'not a fit' for certain investor portfolios?"
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