“Simple, but not simplistic” book on moats. Exhaustive coverage of moat types & dynamics in attaining them— sublime.https://www.amazon.com/7-Powers-Foundations-Business-Strategy/dp/0998116319 …
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you mentioned network effects being overrated in reference to Helmer in this talk. Controversy sells!https://twitter.com/MaximHarper/status/689086725122043904 …
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Only local network effects are overrated :-)
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