Moat
also referred to as: moats
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Feb 5, 2024 by Sanjay Ayer · across every show →
Everything said about Moat, oldest first
Feb 5, 2024
Evaluating corporate culture is about moat alignment, not whether employees are happy
“I think a lot of people think about culture as touchy-feely, right? Are employees happy? And for us, that's not the question. It's more about alignment. Are employees behaving in a way that will help that company grow its moat?”
Jul 6, 2026 positive
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…”