And how to find and analyze wide-moat businesses🧠
Help me
My favorite wide moat business right now is Novo.
I’ve been researching it heavily and can’t get it off my mind—it’s one of the most compelling cases out there.
And I agree: ‘Intangible Assets’ is the unmatched moat. Brand value is the strongest advantage a business can hold.
TEMU, Global TOP 3, 5 or 10 most downloaded App in respective countries, how much is the Intangible Assets worth?
BIG DATA CONTENT OWNER:
GLOBAL E-COMMERCE POSSEING SUPLPLY, LOGISTIC, CONSUMER, PAYMENT STATISTIC ON BEHAVIOUR PETTERN DATAS.
The data in the graphs is four years old or older. Did you recycle a classic?
Good observation, yes.
Interesting facts
PLUG
https://open.substack.com/pub/absolutetoal/p/moat-on-assettotal-moat-competitive?utm_source=share&utm_medium=android&r=5g11d4
Help me
My favorite wide moat business right now is Novo.
I’ve been researching it heavily and can’t get it off my mind—it’s one of the most compelling cases out there.
And I agree: ‘Intangible Assets’ is the unmatched moat. Brand value is the strongest advantage a business can hold.
TEMU, Global TOP 3, 5 or 10 most downloaded App in respective countries, how much is the Intangible Assets worth?
BIG DATA CONTENT OWNER:
GLOBAL E-COMMERCE POSSEING SUPLPLY, LOGISTIC, CONSUMER, PAYMENT STATISTIC ON BEHAVIOUR PETTERN DATAS.
The data in the graphs is four years old or older. Did you recycle a classic?
Good observation, yes.
Interesting facts
PLUG
https://open.substack.com/pub/absolutetoal/p/moat-on-assettotal-moat-competitive?utm_source=share&utm_medium=android&r=5g11d4