EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More
Focused Compounding
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Do You Want Stable Margin?
To analyze the margin ide of a mote and everythng we're talkn ot relates back to mote a. The key questions you wanto ask yourself is, Does does the company have lower costs than its competitors? So again, its understanding where this all comes from from the lead.
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