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
cbinsights.com/research/repor…
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
cbinsights.com/research/repor…
Content ⬇️ 
Network Effects🕸️ : Marketplace, Data and Platform
Cost Moats💰: Switching Costs, Sunk Cost and Cost Advantages
Cultural Moats👩👩👧👦: Brand and Tradition
Resource Moats💼: 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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