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Tag: Concentration

How Customer Concentration and Digital Maturity Affect Company Valuations

A company with one customer worth 30% of revenue and a company…

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The Fallacy of Concentration | FAJ

The US stock market is more concentrated than it has been in…

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Market Concentration and Lost Decades

The invention of market cap-weighted indices has been beneficial for the average…

Bill Pauley, CFA Bill Pauley, CFA