『The Value Case for Moats Beyond Brand and Scale』のカバーアート

The Value Case for Moats Beyond Brand and Scale

The Value Case for Moats Beyond Brand and Scale

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In this episode of The Value Investing Podcast with Fexingo, Lucas and Luna drill into a specific question: how do you identify an economic moat that isn't just brand loyalty or cost advantage? They anchor on a 2026 data point—Berkshire Hathaway's B shares up 3.3% in a week when the S&P 500 fell 2.7%—to discuss how moats based on switching costs and regulatory barriers hold up in a downturn. Lucas walks through three non-obvious moat types using real companies: a payments network with high switching costs, a utility with a regulatory moat, and a B2B software firm with high customer retention. Luna challenges whether these moats are durable in an AI-disrupted world. The episode closes with a practical framework: look for gross retention above 95% or regulatory barriers that can't be legislated away overnight. No fluff, just a concrete lens for your next 10-K read. #EconomicMoat #ValueInvesting #BerkshireHathaway #SwitchingCosts #RegulatoryMoat #B2BSoftware #Payments #Utilities #CustomerRetention #GrossRetention #10K #InvestingStrategy #StockPicking #Business #Finance #FexingoBusiness #BusinessPodcast #LongTermInvesting Keep every episode free: buymeacoffee.com/fexingo
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