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emerging moats
June 29, 2018
Manhattan Associates: Transitioning to Recurring-Revenue Model
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June 27, 2018
Middleby, Freshii: Two Restaurant-Related Ideas Led by Missionaries
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September 10, 2017
On Moats and Artificial Intelligence
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Mattersight: Recurring Revenue and Valuable Proprietary Dataset
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Baidu: Wide-Moat Search Business with Artificial Intelligence Optionality
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