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Elevator Empire: How Otis Dominates the $100B Elevator Industry
How Otis Elevators' service-based business model creates powerful customer lock-in, generating predictable revenue and high returns in the mature…
Sep 11
17
1
Crypto Dreams vs. Payment Reality: The Visa Mastercard Advantage
Why retail giants' stablecoin ambitions face an uphill battle and other remaining concerns about stablecoins.
Jun 19
15
Marriott's 3 Competitive Advantages
Explore Marriott's competitive advantages: high barriers to entry, powerful switching costs, and network effects through its Bonvoy loyalty program.
Jun 12
20
The $9 Domain Empire: Inside Verisign's Internet Monopoly
Verisign (VRSN) is a prime example of regulatory frameworks and technical infrastructure creating a nearly impenetrable business moat.
May 15
24
7 Central Nervous System Software Companies
Why These Software Companies Are Nearly Impossible to Replace
May 8
22
Network Effects & Switching Costs: The Secret Behind S&P Global's Market Power
Discover how S&P Global maintains its competitive edge through high barriers to entry, powerful network effects, and strong switching costs.
Mar 13
14
1
6 Types of Network Effects Ranked
The hierarchy of network effects in business, from personal utility to social networks. Learn how these powerful moats create lasting competitive…
Feb 27
2
NXP Semiconductors’ Structural Competitive Advantages in a Cyclical Industry
How NXP Semiconductors maintains its competitive edge through specialized knowledge, high switching costs, and quality manufacturing in the…
Feb 7
6
5 Types of Switching Costs That Create Unbreakable Customer Loyalty
The 5 types of switching costs that create competitive advantages and learn how to identify companies with durable economic moats for long-term…
Jan 9
2
Cadence Design Systems: How This Mission-Critical Software Company Dominates Chip Design
Inside the company that's essential to semiconductor innovation and why its competitive advantages are so strong
Jan 2
Mastering Moat Analysis: How to Identify Strong Companies
One of Warren Buffett’s biggest contributions to the investing world is the concept of durable competitive advantages or economic moats.
Dec 12, 2024
1
3
How One Smart Acquisition Built a $100B+ Travel Empire
Online travel is a highly competitive industry but Booking Holdings has built a leading position through network effects and scale advantages that…
Dec 5, 2024
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