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Drew Meister's avatar

Cool article. I do software and moats are super hard. I’d be interested to chat on how you’re trying to niche in against the terminal.

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Ironside Research's avatar

Great article. One of the under-appreciated aspects of moats that I’ve found is that the herd spots them quickly and will rapidly deplete the attractiveness of the investment through premium valuations. I’ve been thinking recently about ways to identify moats before the wider investing public catches on. Curious if you have any thoughts there?

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