Tag "Constellation Software"
(Not) boring finds for this week – August 1, 2018
This week we admired some exemplary examples of CEO annual letters; raised our eyebrows at the remarkable effects of trade wars; reaffirmed our belief that language matters; and despaired at nefarious online trading platforms.
Beyond barriers to entry: The advantage of barriers to capacity expansion
There is arguably another, more robust means of competitive advantage: that of barriers to capacity expansion. And this factors into one of the two main reasons behind limiting our exposure to the utility space.
Betting on talent: A dead Scottish philosopher’s problem
He nervously looked past the gate, took one small step…and crashed.
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