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(4/x)..truth is, brand is just a much more difficult moat to assess and analyse than simple numbers "value" investors can hide behind when assessing "real assets". Interestingly, i now think it is probably e single most impt moat to understand because so few do actually get it
i gave some examples here https://twitter.com/PieterTobback/status/1227910712950915073?s=20 … might need to keep expanding the thread some replies are stuff under the thread it seems
so the abv thread had examples of brands that i don't think can turn but "value" investors have hard numbers to hide behind i.e. assets, cheap multiple etc. The high quality brand example i like is Tesla. no position and no opinion on the financials. but it is a top tier brand
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