Scale Economies Shared
topic on 2 shows · 2 statements across 2 episodes
2 statements about Scale Economies Shared, every show
Dorsey: Economic Moat Analysis Remains Predominantly Qualitative Rather Than Quantitative
“The bulk of it is qualitative. Understanding what kind of price the company can take, if it has pricing power, or whether, in some examples, there's what the nomad guys called scale economies shared, where the benefit is not taking price, but passing scale ben…”