Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
Focused Compounding
00:00
The Sales Side and the Margin Side of Moat
Mote is really about protecting a company's profits. A business may make less profit because of lower sales, lower margin, or both. The sale side could be broken down into customer retention and customer acquisition. Price and sensitivity helps retain customers in the face of price competition.
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