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TIP476: How to Value Companies like Alphabet, AXON and FIGS w/ Brian Feroldi
We Study Billionaires - The Investor’s Podcast Network
The Company's Moat
This company started by going after hospital workers in particularly, but they have their eyes on basically every other category of service providers that provide uniform. The thing that I'm still kind of pondering with figs is the strength and durability of the company's moat. 95% of their sales are in North America. Only 5% are international. So the company has done such a good job in America that I think this brand can translate overseas. If that's the case, this company should have a very long growth runway ahead of it.
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