technology advantage
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 16, 2025 by Henry Ellenbogen · across every show →
Everything said about technology advantage, oldest first
Dec 16, 2025 bullish
Physical businesses that successfully adopt tech often make the best stocks
“And often those are the best stocks when you go study the markets because you're already in a physical world business where the technology advantage transitions into a physical mode advantage or a distribution or scale advantage.”