Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
Focused Compounding
00:00
Distribution Advantages Are Harder to Quantify
Distribution advantages are harder to quantify, he says. But it's ingrained in the industry and can be seen as part of a company's DNA. He compares video game companies with movie studios for their early success.
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Transcript
