Moats, growing popular concept
frameworks and charts from Measuring the Moat from here:
also Measuring the Moat – Credit Suisse by Mauboissin sound Porter framework of industry and competition analysis
Strateachery’s Moat Map relating to difference Platforms vs. Aggregators, network effects internlized vs. externalized
(Ryan Reeves 3d collecting all strategic frameworks ) https://twitter.com/investing_city/status/1176629867594387456