The Thomas DelVecchio episode
The Alternative Data Podcast
00:00
The Fragility of a Competitive Moat
ETR has a great competitive moat based on a very differentiated process and a captive community. But the other side of that coin is the fragility, right? And what I mean by that is when the moat comes the bridge comes down and you let one into your castle. When some bricks are taken out of that foundation, the house can fall down.
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