Moat

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In [Investing], it all starts with the moat or competitive advantage of a company. Determining the existence and durability of a competitive advantage is key to become a great investor ... What you need to know about moats https://qualitycompounding.substack.com/p/what-you-need-to-know-about-moats [Chamath Palihapitiya] on building a moat in 2026: https://x.com/thealexker/status/2073484842927280262 # With post-training and telemetry collected from usage, you can take GLM, control it entirely, soup to nuts, on your own hardware, inside the United States, and have it be much, much cheaper. # Start building your own intelligence today. A moat refers to businesses being able to maintain a competitive advantage over their competitors like switching costs, intangible assets, network effect, cost advantage. Here the 7 stocks we own with the highest moat score: https://twitter.com/ftr_investors/status/1662781527598546944 # $ASML - ASML # $ISRG - Intuitive Surgical # $V - Visa # $TSM - TSMC # $AXON - AXON # $MSFT - Microsoft # $NVDA - [Nvidia] {tags: Etc}
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