Discover and read the best of Twitter Threads about #loserslose

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Business characteristics I don't like.

1) No moat/shrinking moat

Q to ask: What prevents competitors from stealing customers?

"Nothing" = not good

Ex:
No moat: Most marijuana stocks/retailers

Shrinking moat: $UA / $WU / $GRUB
2) Customer concentration

>10% sales/accounts recievable w/ 1 or more customers = risk

Search 10k for word "concentration"

Ex:
$AMT 51% of rev from 4 cust
$OLED 80% of rev from 3 cust
$SWKS 51% of rev from 1 cust ($AAPL)
3) Industry disruption

Active / possible / none

Ex:
Active:
electrifiation/autonomous - $GM $F $TM
download vid gmz: $GME

Possible:
crypto $MA $V
Read 10 tweets

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