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Quality Moats: 7Investing's Matt Cochrane on investing in high-quality, wide-moat, growth stocks with Tobias Carlisle on the Acquirers Podcast

The Acquirers Podcast

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How to Find Value and Growth in the Same Investment?

A mode is just a competitive advantage a company has, and you can break that down into economic motent like network of facts or high switching cost. A great mental model to do is if somebody gave me a billion dollars, could i make a credit cardNetwork that rivals visa? I can't imagine someone giving me enough money to really make that work. There's plenty of viable models out there for social media companies from tik tock to snapchat - but trying to usurp facebook as the king would be extremely difficult.

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