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emerging moats


June 14, 2019 Emérito Quintana sobre invertir a largo plazo Read More
June 29, 2018 Manhattan Associates: Transitioning to Recurring-Revenue Model Read More
June 27, 2018 Middleby, Freshii: Two Restaurant-Related Ideas Led by Missionaries Read More
September 10, 2017 On Moats and Artificial Intelligence Read More
July 18, 2017 Mattersight: Recurring Revenue and Valuable Proprietary Dataset Read More
July 17, 2017 Baidu: Wide-Moat Search Business with Artificial Intelligence Optionality Read More
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