Procter & Gamble (PG), a global consumer goods behemoth, boasts a remarkable legacy spanning over 180 years. Renowned for its diverse product lineup, encompassing everything from laundry detergent to toothpaste, shampoo, and diapers, PG stands as an emblem of quality and reliability, earning the trust of consumers worldwide. One example of this is the volume Continue reading

Business Overview CrowdStrike is a global cybersecurity technology company that provides cloud-native endpoint protection, threat intelligence, and incident response services. The Company delivers its solutions through its Falcon platform, a cloud-based software-as-a-service (SaaS) offering that combines endpoint protection, threat intelligence, and incident response. The platform uses artificial intelligence (AI) and machine learning to detect and Continue reading

In the competitive world of business, companies are constantly striving to gain a competitive advantage and establish a solid market position. One crucial aspect of this strategy is the development and management of a “moat”, or how businesses will create sustainable competitive advantages that protect them from competitors. A moat can be created in a Continue reading

In the realm of business strategy, the concept of a “moat” is often invoked to describe a company’s ability to maintain a competitive advantage and protect its profits from encroaching rivals. However, not all industries are created equal when it comes to fostering or hindering the development of these protective barriers. Here we will explore Continue reading

Is History Repeating? Examining the Risk of a Cornered Housing Market Through the Lens of the 1920s Florida Land Boom The housing market is an intricate ecosystem shaped by an array of factors that intricately influence property prices. Presently, there is a rising concern that this market might be gradually cornered by a limited number Continue reading

The Crucial Role of Scale in Economic Moats: A Tale of Triumph and a Lesson from Failure In the competitive landscape of business, the concept of an economic moat— a sustainable competitive advantage—often separates the winners from the rest. One such moat that wields tremendous power is scale. The ability to operate at a larger Continue reading

In the span of just two decades, Netflix has undergone a remarkable transformation that has reshaped the entertainment landscape and redefined how audiences consume content. From its humble beginnings as a DVD rental service to becoming a global streaming powerhouse, Netflix’s journey showcases a dynamic evolution of its economic moat—a journey marked by disruption, adaptation, Continue reading

In the vast landscape of e-commerce and technology, one company stands as a paragon of sustained success and innovation: Amazon. Since its inception as an online bookstore in 1994, Amazon has transformed into an unparalleled global powerhouse. Central to its meteoric rise is the concept of an economic moat—an impregnable defense that secures its market Continue reading

In the world of technology, where innovation and disruption are constant, establishing a strong competitive advantage is crucial for long-term success. Microsoft, a multinational technology giant founded by Bill Gates and Paul Allen in 1975, managed to build an economic moat that has allowed it to thrive for nearly 5 decades, despite rapid changes across Continue reading

In the vast realm of technology and information, few names resonate as powerfully as Google. As a colossal player in search, advertising, cloud services, and more, Google’s dominance is not solely due to its innovative products, but also its remarkable economic moat. In this blog post, we’ll dissect the inner workings of Google’s economic moat, Continue reading