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Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection

Focused Compounding

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The Distribution Advantage

Distribution is very important as well, right? We're going t talk about this a little bit more a few slides away. But you think about beverage companies forex, if they already have their main products, or their most profitable products, in target or walmart or whatever, that's a huge distribution advantage for them. I mean, if you're gong to have a really lasting mode, a lasting distribution advantage.

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