The Chinese EVs tsunami is here
Fascinating. Your deep dives are always so insightfull, especially the market dynamics discussed. Is it hard to numerically 'score' a moat for something like Starbucks, where the risk of fatigue is so central?
Thx. The risk fatigue is real and we can see it in Starbucks's management decision: https://whereismymoat.com/p/spotify-s-platform-inflection-point
Fascinating. Your deep dives are always so insightfull, especially the market dynamics discussed. Is it hard to numerically 'score' a moat for something like Starbucks, where the risk of fatigue is so central?
Thx. The risk fatigue is real and we can see it in Starbucks's management decision: https://whereismymoat.com/p/spotify-s-platform-inflection-point