
20 Step Checklist for Stocks & Dive into Aritzia
The Canadian Investor
00:00
Zero Switching Costs for Clothing Companies
The 12 qualities that i look for in every company, and then we'll go through them for ritia, oh gat. I mean, they've been throw the whole book of issues. So start no with number one here, switching costs. Number two, network effects. Numer three, the durability of the company. Number four, revenue stability, revenue quality. And now we have pricing power, a bottle neck business, which am going to talk about,. A secular trend, optionality, capital lightness, organic th the management slash c o and lastly, the regulatory landscape. We'll rifle through them for arizia, and i'll go first in.
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