18min chapter

This Week in Intelligent Investing cover image

SPECIAL: Simon Kold Discusses His Book, On the Hunt for Great Companies

This Week in Intelligent Investing

CHAPTER

Understanding Competitive Advantages and Value Dynamics

This chapter explores the intricacies of switching costs, their implications for customer retention, and the need for integrated strategies that combine switching costs with network effects. It emphasizes the evaluation of both competitive advantages and disadvantages in the market, advocating for a comprehensive approach to investment strategies. Additionally, the discussion covers the importance of reinvestment options and understanding operating leverage in assessing company performance and making informed investment decisions.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode