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Ep. 63 - NZS Capital: Complexity Investing
The Investing City Podcast
The Taxonomy of Motes
We take issue with porter's five fores, which i think is one of the more offensive things that an people think that we do a. When we see pricing power, wer were actually like, we don't like thats. It's sometimes pricing powers, ok? But most of the time it means you're hoarding information, or your exerting power over your customer. And its just crates a vulnorability or fragility for someone to come in and blow up your business model.
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