Focused Compounding

EP 316. Judging Moats: Customer Behavior, Price Sensitivity, Retention, Power of Suppliers, Distribution Process, and Much More

Jun 24, 2021
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Episode notes
1
Introduction
00:00 • 2min
2
What's the Nature of Capitalism?
02:08 • 4min
3
What's the Difference Between Direct and Distributed?
06:34 • 4min
4
Price Insensitivity
10:35 • 3min
5
Is There a Catchup?
13:21 • 2min
6
Do You Have a Strong Customer Acquisition Strategy?
15:07 • 3min
7
How to Turn Down a Billion Dollars About Snapchat
18:00 • 3min
8
Do You Want Stable Margin?
21:09 • 2min
9
Buying a Commodity or Selling a Brand
22:44 • 6min
10
The Relationship Between Suppliers and Buyers
28:34 • 4min
11
Are Barriers to Entry a Problem?
32:24 • 3min
12
What's the Costliest Exit Thing in the Industry?
35:26 • 5min
13
Food Delivery
40:20 • 6min