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Jerry Neumann

@ganeumann

, 5 tweets, 1 min read Read on Twitter

A taxonomy of moats.

Still not happy with this, but I think it’s better than the last one. Thanks for all the input...Thoughts on this one welcome!

I am particularly unhappy with the ‘sustainable competitive advantage’ piece...feels like this should be more important/have better explanations (and yes, I read 7 Powers since the last time.)

Also, the ‘variance reduction’ part seems weird because it is unlike the others, seems like it should be more important, and is not a terminology I’ve heard elsewhere so I think I’m getting the label wrong

And then there is the ‘being able to stay ahead of your competition through continuous improvement’ thing, which is left out...where does this fit?

https://twitter.com/ganeumann/status/1143159186798366720

https://twitter.com/ganeumann/status/1143159186798366720

Don't bother looking for V3, I didn't publish it

https://twitter.com/ganeumann/status/1143159186798366720

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