pricing power
4 statements across 3 episodes · 4 bullish · 0 bearish · 3 people on the record · first statement Jul 10, 2017 by Tom Russo · across every show →
Everything said about pricing power, oldest first
Jul 10, 2017 positive
Substitute-free brands enable inelastic pricing and continuous intrinsic value growth
“That whole notion of price increasing for a brand that had, in the perception of the consumer, no adequate substitute, which delivered price inelastic demand, allowing Warren to raise prices each year to show growth in operating income, and hence the growth in…”
Aug 14, 2017 bullish
Aug 14, 2017 positive
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…”