Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
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Welcome to a new edition of the Value Investing with Legends podcast. My name is Michael Mobison and I'm an adjunct professor at Columbia Business School and a faculty member at the Heilburn Center for Grandma. Investing. I'm here with my co-host, Tano Santos, the Robert Heilburn Professor of Asset Management and Finance at Columbia Business School and the faculty director at the Heilburn Center. Hi, Tano, how are you today?
Hi, Michael, how are you doing? I'm doing great. We're recording these on a Friday, so ready for the weekend. That's great. Today we continue with our theme on technology, barriers to entry, and competitive advantage.
Our guest brings together two very powerful points of view: vast experience in media and technology as a leading investment banker, and a deep understanding and rigorous application of competitive strategy, much of it informed by our colleague Bruce Greenwald. He is neither a cheerleader nor a doomsayer. He calls them as he sees them based on sound strategy principles and the lessons from base rates. He also understands the motivations and interests of executives, shareholders, and bankers and how they all fit together. Absolutely.
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