We Study Billionaires - The Investor’s Podcast Network cover image

TIP600: Business Durability and Strategy Masterclass with Hamilton Helmer

We Study Billionaires - The Investor’s Podcast Network

00:00

Corner Resources and the Importance of Inimitable Intellectual Property

Identifying and valuing corner resources, like pharmaceutical patents, is crucial for investors as these assets are both valuable and protected. Intellectual property (IP) plays a key role in a company's success, but only inimitable IP, such as unique algorithms or molecules, meets the high bar for being material. Patents provide a legal barrier, making pharmaceutical molecules non-imitable, thus highlighting the paramount importance of inimitable IP to companies.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app