, 4 tweets, 1 min read Read on Twitter
Let's play a game. All else equal, which of these companies would you rather own? (Poll in next tweet)
Company 1: steady growth, flat margins
Company 2: faster growth, declining margins
Not so clear, right? Are Company 2's margins going down because its competitive positioning is weakening? Is that worth risking for the slightly faster growth?
How about now? Understanding mix shift is important!
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