Measuring Competitive Moats
Mike discusses the challenges of measuring competitive advantages, particularly through case studies that may overlook failed businesses. He highlights a quantitative approach to analyzing luxury brands over decades, revealing that higher price points and direct sales channels correlate with enduring success. This framework helps differentiate between fleeting trends and structural advantages that drive long-term growth.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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