trading tip: if your sector drifts out of the data moat, take a more qualitative approach to volatility management vis a vis risk premia and slippage
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what i have is better than rentec, and they can’t buy it even if they wanted. put simply: the moat has alphagators
the data moat is an extension of the data lake, itself an extension of the data waterfall which is the natural terminus of the data river
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all data rivers lead to the data ocean, obviously
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The continental data divide: some data leads west to losses and some easy to gains
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Data waterfalls too complicated, I'll be sticking to the data rivers and data lakes that I'm used to.
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