Maximizing Moats: Reinvestment Runways & Capital Allocation” - Pat Dorsey
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What Creates A Moat
• Intangible Assets
• Switching Costs
• Network Effects (Platform)
• Cost Advantages (Cheaper: Jio ?)
• Intangible Assets
• Switching Costs
• Network Effects (Platform)
• Cost Advantages (Cheaper: Jio ?)
“All of the information is in the past,
but all of the value is in the future.”
Dis. Presentation is made by Dorsey Asset Management
@dmuthuk @Vivek_Investor @Stocksfanatic @unseenvalue @VJ_Rabindranath
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but all of the value is in the future.”
Dis. Presentation is made by Dorsey Asset Management
@dmuthuk @Vivek_Investor @Stocksfanatic @unseenvalue @VJ_Rabindranath
Tagging for reach
Pat Dorsey is author of The Five Rules for Successful Stock Investing: Morningstar& #39;s Guide to Building Wealth and Winning in the Market https://amzn.to/39hZxD1 ">https://amzn.to/39hZxD1&q...