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Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection

Focused Compounding

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Having a 99 Point Copper Price?

As investors, we want the things with pricing power. We look for the ones where there's n advantage that isn't pricing usually rit being the lowest cost ones. You can't do that for a building thing, right? You need t have total reliability on that side of it. I was thinking about this i was an a, i want to get a drink in a gas station, and am the ice tea brand which has always been 99 cents. And i just wonder, you kno, does the company actually haw pricing power? Would they ever be able to raise their prices?! They're probably just getting smoked through this kurrnt inflation that we're having in the market

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