

Back to Basics: All About Moats
17 snips Jul 11, 2024
Explore competitive advantages and business moats in investing; Costco's scale economy, brand power of Starbucks and Coca-Cola; Switching costs with banks and Intuit; Network effect with Meta and Visa; Analyzing financial metrics and the fluid nature of moats in investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Understanding Moats and Scale Economies in Business
01:59 • 9min
Long-term Investing Mindset and Introduction to Monarch Personal Finance App
10:50 • 4min
Switching Costs and Competitive Advantage
14:21 • 9min
Understanding Moats and Valuing Companies
23:31 • 2min
Leveraging Network Effects and Cost Advantages for Competitive Advantage
25:42 • 6min
Analyzing Business Performance Metrics and the Fluid Nature of Moats in Investing
31:54 • 6min