Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
Focused Compounding
00:00
What Are the Changes in the Product of Fragmentation?
Cok is a good example with that, where, you know, in the 's a book about coke. I think buffits told the story too. With huge changes in am, the spread of how the product of fragmentation is, right? We've been able to maintain a lot of it because of inertia. Those are company that have lost some market overtime, but very little.
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