Excellent presentation on Economic Moats🏰.
Goes into much more detail than the cursory & generic explanations. h/t @brianlaungaoaeh 👏
Targeted towards Tech startups, but very useful info for Public Mkt investors too.
cc: @dmuthuk @Gautam__Baid
slideshare.net/BrianLaungAoae…
Contents
✔️Network Effects🕸️
✔️Switching Costs⚖️
✔️Intangibles ™️
✔️Cost Advantages💰
✔️Efficient Scale💪
✔️Summary📜
✔️Network Effects
Direct
Indirect
Two-sided
Local
✔️Switching Costs
Compatibility requirements
Transaction Costs
Cognitive Costs
Uncertainty
Learning Costs
Lost-Benefit Costs
Switching Costs continued...
✔️Intangibles
Intellectual Property
Brand
R&D
Culture & Management
Regulatory Environment
Intangibles continued...
✔️Cost Advantage
People & Culture
Systems & Processes
Facilities
Capital (Ability to Source & Allocate)
✔️Efficient Scale
Summary 👇
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