Jason and Jeff discuss the concept of moats in investing, exploring their validity, limitations, and real-life applicability across various industries, including technology, retail, and pharmaceuticals.
01:25 Debating the Existence of Moats
04:01 Intangible Asset Moats: Apple and Nike
15:12 Pharmaceutical Moats and Patent Protection
16:42 Cost Advantages and Efficient Scale
24:13 Amazon's Distribution Network Moat
24:44 The Amazon Shopping Experience
26:05 Amazon's Cost Advantage and Business Model
28:18 Switching Costs and Market Stickiness
29:12 Shopify's Role in E-commerce
31:15 The Risk of Complacency in Companies with High Switching Costs
36:59 Network Effects in Business
43:55 The Importance of Competitive Advantages
Companies mentioned: AAPL, ADBE, AMZN, KO, MA, NKE, ON, SHOP, TSM, UA, V
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