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EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More

Focused Compounding

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Food Delivery

i feel like they got squeeze from every single corner, and now you're having like, wage inflation, so theyr gin to get more squeezed from that as well. And it's a really frickand hard business. But if you don't have to be self funding, that helps ow you get to that wer vail riht of what you ware doing. I'm not saying if you believe you have to beSelf Funding is an issue for lots of people but doesn't mean the reason this is an issue is that all your competitors would keep their businesses going longer than they ought to be. It just means that the eventual losses you'll have will just be h bigger than

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