Measuring Moats
Mike discusses the challenges of measuring business moats and the importance of understanding both successful and failed companies. He highlights a study of luxury goods firms that reveals two key criteria for enduring success: higher price points and control over distribution. This framework helps differentiate between fleeting momentum and sustainable growth, emphasizing the significance of a strategic mindset in investment decisions.In this clip
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Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
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