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AMZNNVDANFLXTSLASHOPBULLISHCore thesis · 5/5

Rule-breaker investing: hold disruptors for long-term compounding

The investment case argued for 'rule-breaker' companies is to hold market leaders that disrupt traditional business models through long-term structural changes, allowing top performers to compound massively despite high volatility.

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AMZN: Rule-breaker investing: hold disruptors for long-term compounding · Zortix