There is nothing like chemistry as a moat

‘Most of the whiskey made today won’t hit the shelves for at least another 12 years’

$DGE
It would take a single malt competitor at least a decade before they could bring anything to market
I believe $DGE owns over 30% of single malt distilling capacity

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More from @_inpractise

13 Oct
THREAD

History of Addtech AB.

A Swedish distributor that has been compounding for over 100 years

Image
Arvid Bergman and Fritz Beving were both born in the late 1800’s and met studying engineering in Germany. ImageImage
After short spells working in both Germany and England, their experiences led them to foresee rapid industrialisation in Sweden.

This idea led to a partnership, Bergman & Beving, to import and distribute technological supplies in Sweden.
Read 15 tweets
6 Oct
NEW INTERVIEW: Former Chairman of Sony Entertainment on Nintendo's Everlasting Intellectual Property

'Mario is probably impervious to extinction'

$NTDOY

inpractise.com/articles/ninte…
Nintendo has 100 years of experience in gaming.

'They are the masters in this field'
'As a platform holder, our job is to create a wider audience, continually.'
Read 8 tweets
6 Oct
Few notes on Cat Rock presentation on Just Eat & Online Food Delivery

$JET.LN
Network effects = high margins and winner takes all dynamics
Logistics players hoovered up supply to widen selection and disrupted fat marketplace margins

Similar to how $amzn disrupted $ebay by owning more of customer journey
Read 14 tweets
4 Oct
NEW INTERVIEW: Accenture: Culture of Client-Centricity

"The only way you can consistently bring clients value is by self-disrupting and subordinating your own peace of mind and internal stability to the well-being of your client."

$ACN

inpractise.com/articles/accen…
Accenture's revenue mix has shifted mainly from application mgmt and development to platform integration today
Accenture has the DNA and ability to self-destruct to reinvent the business and stay close to customers

Compare $ACN with a biz like IBM highlights how culture eats strategy
Read 4 tweets
2 Oct
NEW INTERVIEW: Atlassian: Reselling Jira and Confluence

Software is inherently sticky as companies and users hate change and are familiar with using the products



inpractise.com/articles/team-… Image
The app ecosystem and 3P integrations are crucial in driving stickiness for large enterprise customers Image
''Atlassian operates very much like Apple. You have your iPhone, which provides you with a certain value. But if you have your Apple Watch, one connects with the other, which is extremely sticky. Atlassian operates in exactly the same way." Image
Read 5 tweets
30 Sep
NEW INTERVIEW: Alteryx: Land and Expand

'I think on the back-end, things like Snowflake are going to really change the game.'

Image
'the business analyst spends 60% to 80% of their workweek, every week, just preparing the data so they can finally do their job as a business analyst'

Alteryx saves users time Image
Alteryx integrates with Tableau but now Tableau Prep is directly competing with Image
Read 6 tweets

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