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by mschuster91
23 days ago
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> Strong moats are monopoly-like concessions (Verisign), exclusive technological edge (ASML), brands (Coca Cola), etc. Agreed with the exception of Verisign. Many a "security" company went bust like DigiNotar after mishaps or hacks. Being a globally trusted root CA or DNS operator is a strong moat - but also an incredibly brittle one. And brands... brands aren't as safe as we thought either, as "store brands"/"private labels" are taking up more and more market share [1]. [1] https://www.nbcnews.com/business/consumer/shoppers-are-tradi... |
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