Why Pricing Power Is the Most Important Economic Signal No One Tracks(capitalfolly.com) |
Why Pricing Power Is the Most Important Economic Signal No One Tracks(capitalfolly.com) |
Pricing power is the real differentiator. It tells you which industries are structurally concentrated, which ones are functionally dependent on a few players, and where value actually accrues.
Curious how HN thinks about this, especially in sectors like semiconductors, cloud, healthcare, or logistics where concentration drives everything.