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Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection

Focused Compounding

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Is Tiktok Going to Do 12 Billion Dollars in Sales?

A, no, i do think it's hard to project these things in the future. I mean, if you look at meta's numbers right now on the screen, meta was doing the amount of revenue that tiktok is doing in two thousand, 14 and thoy know, that wasn't even ten years ago. The winter takes all idea is more ingrained in peoplea by the experience of some of the last few years,. And also by a focus on what stocks have done the best.

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