必読記事・論考(MGMT)
Michael Mauboussin, Chief Investment Strategist for Legg Mason Funds(PDF) The Economics of Customer Businesses
http://www.leggmason.com/funds/ourfunds/whats_new/The_Economics_of_Customer_Businesses_12_09.pdf
Michael Mauboussin, Chief Investment Strategist for Legg Mason Funds(PDF) The Economics of Customer Businesses
http://www.leggmason.com/funds/ourfunds/whats_new/The_Economics_of_Customer_Businesses_12_09.pdf