Do You Think You Have a Mote?

Let's say you're going to study an airline, or you're thinking about investing in a bank. Do you think that could be a good research process to really understand mote and the industry? Yes, i do. I think it's hard for people to see sometimes, though. It doesn't mean they'll have great returns on capital because they have certain issues of bargaining with other companies. But i think they're much harder to replicate than people think.