Strong companies have moats: • Economies of scale (Walmart) • Network effects (PayPal) • IP rights (Disney) • Switching costs (Microsoft) Weak companies have: • No cost advantages • No network • No unique assets - ThreadSky

tj-terwilliger.bsky.social • 6 days ago

Strong companies have moats:
• Economies of scale (Walmart)
• Network effects (PayPal)
• IP rights (Disney)
• Switching costs (Microsoft)

Weak companies have:
• No cost advantages
• No network
• No unique assets