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by verdverm
1032 days ago
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Are any of Buffet's investments a while-label of some other product? The moat is more likely the company that is being white-labelled, as the others cannot exist without it. So I would posit that any white-label SaaS has no possibility to have a moat. It will never reach the level where it matters, and by definition, their product is easily reproducible by another getting the same white-label deal. My understanding of Buffet's strategy is that he invests in supply chain choke points and brands that people love and are likely never to go away, not "moats". He also doesn't really do tech investments afaik |
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