Q1 2018 Preliminary Review
Long Duopolies = Long Kirkland & Ellis & Weil Gotshal & Manges
As we think about duopolies today, Google ($GOOGL) and Facebook ($FB) come to mind. The two large companies - recent controversies notwithstanding - represent a significant amount of annual ad revenue generation and have increasingly siphoned off market share and revenue from other advertisin…
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