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For network effects to occur, the product or service has to be highly relevant to its users. When relevance fades, network effects quickly unravel.| www.flyoverstocks.com
How to assess whether a company's moat is getting wider or narrower| www.flyoverstocks.com
The sufficiency of a company’s moat width is dependent on the size of the castle it’s meant to protect.| www.flyoverstocks.com
Moat depth measures how well a company can defend itself when a competitor decides to attack| www.flyoverstocks.com
The conclusion of a six-part series on economic moats| www.flyoverstocks.com
The beginning of a multi-part deep dive into a foundational concept in quality investing| www.flyoverstocks.com