What are the Superinvestors Buying this Quarter? w/ Investing with Tom
The Young Investors Podcast
00:00
Asos
Ye, i've ie been looking into asos a little bit, not since spoke. I was wondering, does this business have this scaled economy's shared competitive advantage? Ye, ah, certainly you can see that overtime, they've done things like reduce the cost and reduce the price per unit on their site over time. And, ah, that's somewhat a characteristic of businesses that are returning a some of the scale efficiencies to customers. But, ah, i'm not too sure about that one just yet. He thinks it's about twice as expensive as it was when nick sleep probably vested a significant amount into it, and the business is significantly larger than it was then. It's
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