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Excellent in-depth article about Moats by @CBinsights
Studying the Moats/Management (real engines behind enduring growth & returns of great Co's over time) is a fascinating subject.
@richard_chu97 @saxena_puru @FromValue @dhaval_kotecha @adventuresinfi https://www.cbinsights.com/research/report/business-moats-competitive-advantage/
Studying the Moats/Management (real engines behind enduring growth & returns of great Co's over time) is a fascinating subject.
@richard_chu97 @saxena_puru @FromValue @dhaval_kotecha @adventuresinfi https://www.cbinsights.com/research/report/business-moats-competitive-advantage/
Content 
Network Effects
: Marketplace, Data and Platform
: Marketplace, Data and Platform
Cost Moats
: Switching Costs, Sunk Cost and Cost Advantages
: Switching Costs, Sunk Cost and Cost Advantages
Cultural Moats
: Brand and Tradition
: Brand and Tradition
Resource Moats
: Intellectual Property, Knowledge and Regulatory
: Intellectual Property, Knowledge and Regulatory
Data and Marketplace Network Effects in action
Big returns from LT positions in great Co's is what we all aim for.
Clearly understanding what makes a specific Co great (Moat, Mgmt, Trends, Optionality...) & what's actually contributing to all that growth, Fin results & LT stock prices is a very enjoyable/rewarding process.
Clearly understanding what makes a specific Co great (Moat, Mgmt, Trends, Optionality...) & what's actually contributing to all that growth, Fin results & LT stock prices is a very enjoyable/rewarding process.
Overall an excellent article with great visuals and tons of (theoretical & practical) information and a framework that's immensely useful when doing Fundamental/Quality analysis of Companies.
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