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The Moat

Surgical breakdowns of Warren Buffett-style economic moats, network effects, high switching costs, and regulatory capture. How the world's most dominant businesses engineer long-term pricing power.

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Épisodes

6 épisodes

  1. Switch and the Work of Building a Platform 5:09
  2. The Birkin Moat: Why Having the Money Is Not Enough 15:40
  3. Standard Oil’s Moat Was the Route to Market 17:35
  4. Costco’s Moat Is the Margin It Refuses to Take 14:53
  5. Two Moats, One Fragile Bridge: ASML, TSMC, and the Price of Being Irreplaceable 16:58
  6. The CUDA Moat: How Nvidia Earned the Right to Charge More 18:11