Matt Cochrane - Moats and More
The Business Brew
Is Oracle Mode Shrinking or Expanding?
The direction of a mode might be even more important than the mode itself. One thing i like to look at is like a moat attack so uh this is an idea i got from polling capital which is an act of money manager. There's very few companies moodies this one or s&p global where that mode just seems like you know it'd almost take an act of the regulatory gods to disrupt it because i don't see how that changes in the private markets.
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