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Is There a Brand Moat in a Company?
I'm interested in how you differentiate as an investor. There isn't one tip of the spear that i sort of categorically lean into, but what i'll call like go to market a ation and brand. That is what i know well, that is where i've seen success. And it's building that myth that actually creates the value in these long terms franchises. Sometimes burning the boats can be convea relief.