Profits still drive markets long term. Case in point today … pizza and software.

If you asked 100 random people on the street if they could look back 10 years and buy Domino’s or Google (which I may do) I would bet 90 percent would pick Google.

Software is eating the world but Domino’s has been brilliant at using software to deliver more pizzas. Thanks Charlie Bilello for the great chart.

I may have to add pizza to my 8–80 list on Sparkfin as well

Originally published on howardlindzon.com

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