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Ep 358. Elasticity of Demand, Snap Judgments, Capital Allocation, and Judging Growth Capex

Focused Compounding

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Warby Parker

Warby parker killed your glasses experience, cause now you never wear glasses. You do worry with this the same that i worried when some one was talkn t me about like underarmor and companes like that. They had a product that was very successful in certain categories, that can be copied a lot by other retailers. A few years down the road, you can have something that's as good as what the other company was offering a few years ago,. But you could have it at either a lower price, or a lot of times it's not a lower price. It's just much wider distribution, right? So you can widen out the market so much if you can have a

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