Some of the best companies are obsessively focused on customer experience. Others get away without that focus b/c they’re monopolies, but if they don’t they’re ripe to get killed eventually. Kinda believe in ESG unironically. Cos that do good are robust to social reflexivity.
Well IDK I think it actually can be important as an investor to understand a company’s supply chain and its reliance on and bargaining power with its suppliers. Carbon offsets always seemed fake to me tho, I think you’re right.
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I mean the "we can trace our goods to the origin as a way to claim they're fair trade conflict free whatevers" not "here's who we buy from here's our leverage here's our backups if that goes sour"
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anyway I think we're saying basically the same thing. tech in particular has a strong obsession with user experience, look/feel, all the little rounded corners that we call "product" with a slightly loving intonation
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