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178: Matrix Moments: Investing in India's B2B Potential

Zero to Infinity

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Moats and ROSIE in B2B Businesses

This chapter discusses the concept of moats and the importance of return on capital employed (ROSIE) in B2B businesses. It explains how moats vary and need to be tailored to specific businesses, and emphasizes the need for higher ROSIE percentages for success. The chapter also touches on calculating return on sales invested in early-stage B2B companies and the importance of profitability, revenue, and cash flow.

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