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Lots of good tidbits in here:

(and a shout-out "Thank You" to colleage TMFJoeInvestor for passing it my way)

Some companies have done a good job adjusting to disruptive technologies; Netflix has done a great job, Blockbuster not so much. Or think how brilliant Jeff Bezos of Amazon was willing to undercut their core book business by coming out with Kindle. It comes down to management and their willingness to disrupt their current (profitable) business for the future but not yet profitable opportunity.

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