A Different Viewpoint
The world's largest taxi company owns no vehicles, the world's largest hotel company owns no hotels. Where many might see certain industries as boring or outdated, we see opportunity. Every industry in the world will face the "Uber effect".
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Never Saw it ComingIt is no longer enough to be well run, operationally efficient company with healthy margins. Netflix decimated the video rental business, in 2008 the CEO of Blockbuster stated "Neither Redbox or Netflix are even on the radar screen in terms of competition" Less than 2 years later Blockbuster went bankrupt.
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