Posted by: Ian Bruk | January 15, 2012

Competitive Advantage

Is based on productivity? Or a competitive advantage that is based on productivity is a good one? One that would take a major reorganization of society to compete with it. Anyway this is a call for any interesting competitive advantages. I think Volkswagen has a competitive advantage over SAP. I love both companies. But SAP’s P/E multiple is way higher than SAP’s is it not?


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