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356 - Investing Lessons We Can Learn from Peloton (Part 2)
InvestED: The Rule #1 Investing Podcast
The Moat Is the Most Important Thing
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The real question here, and the really tough question about any network kind o moat rihts, just how long is this baby going to last? Right right? When you start getting competitors coming out it, i'm to copy you. So those are the difficult those two things, margin of safetyn and the moat. And the mote is the most important one. If you get the moat right, even if you pay too much for the business, you're going to do ok. They did have that. From december of nineteenth through september 20, they had a pretty solid almost 800 million dollars right there. But of course, that wolnin
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