competitive advantage
3 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Nov 12, 2018 by Leo Polovets · across every show →
Everything said about competitive advantage, oldest first
Nov 12, 2018
Polovets: Hard work and domain expertise are not sustainable moats
“And the truth is like, those are nice things to have and they'll help you get a headstart for a couple of months or maybe a year or two, but those are not sustainable competitive advantages. Like you can't outwork every company in the world forever.”
Jul 15, 2022 neutral
Singlehurst: Baillie Gifford's moat analyses look like dynamic meditative essays
“We are not trying to accurately nail down what a company's competitive advantage is or will be. Actually, if you look at the reports we write, the analysis that we do on competitive advantage, it looks more like a meditative, meditative essay than a set of ass…”