
Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
Focused Compounding
00:00
How to Analyze the Power of Suppliers and Buyers in an Industry
The key questions are, does the company have lower costs than its competitors? Does the company have higher asset turn over than competitors? Is the power of suppliers and buyers? Low? Interesting for those first three. What company does that remind you of? Reminds me of coscow. A march of protection, low costs, high ass a turnover and high customers willingness to pay provides a cushion against price competition in industry.
Transcript
Play full episode