December 2019 – Understanding a “Network” Moat

December 2019 – Understanding a “Network” Moat

December 2019 – Understanding a “Network” Moat As mentioned in November’s memo an Economic Moat is defined as something intrinsic, embedded in a business that allows it to charge higher than normal rates over a sustained period which somehow protect...
December 2019 – Understanding a “Network” Moat

November 2019 – Understanding a “Switching Cost” Moat

An economic “Moat” is defined as something intrinsic, embedded in a business that allows it to charge higher than normal rates over a sustained period which somehow protect it from competitive forces. There are several different types of moats, but some moats get a...