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Mastering Network Effects: Key to Long-Term Investment Succes
Manage episode 490267908 series 3422773
Join the Investing for Beginners Podcast discussing network effects with special guest Brett Schafer. Listen as they explore the concept of moats with a focus on network effects and why they are crucial for competitive advantage and long-term investment success.
The episode covers the origins and importance of moats, discusses companies with strong, medium, and weak network effects like Visa, MasterCard, Airbnb, Uber, and more. Discover how to identify widening or weakening moats and gain insights into the impact of market disruptions on these companies.
00:06 Understanding Network Effects
01:22 The Concept of Moats
04:23 Importance of Competitive Advantages
08:38 Defining Network Effects
19:58 Examples of Network Effect Companies
23:25 Evaluating Network Effects in Marketplaces
24:08 Challenges for Food Delivery and Ride-Sharing Apps
25:53 Visa and MasterCard's Strong Competitive Moats
28:26 Financial Services with Wide Moats
30:31 Analyzing Moat Strength and Investment Strategies
35:53 Investment Opportunities in Companies with Strong Moats
41:27 Conclusion and Final Thoughts
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
More from Brett:
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Get your summer savings and shop premium wireless plans at MintMobile.com/beginners
What do Dave and Andrew recommend?
Our #1 recommended stock research platform is FinChat (now Fiscal.ai). Get 2 weeks access for free using our link (no card required): fiscal.ai/ifb
Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.
Have questions? Send them to [email protected]
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
For sponsorship inquiries, reach out to us at [email protected].
Learn more about your ad choices. Visit megaphone.fm/adchoices
569 episodes
Mastering Network Effects: Key to Long-Term Investment Succes
The Investing for Beginners Podcast - Your Path to Financial Freedom
Manage episode 490267908 series 3422773
Join the Investing for Beginners Podcast discussing network effects with special guest Brett Schafer. Listen as they explore the concept of moats with a focus on network effects and why they are crucial for competitive advantage and long-term investment success.
The episode covers the origins and importance of moats, discusses companies with strong, medium, and weak network effects like Visa, MasterCard, Airbnb, Uber, and more. Discover how to identify widening or weakening moats and gain insights into the impact of market disruptions on these companies.
00:06 Understanding Network Effects
01:22 The Concept of Moats
04:23 Importance of Competitive Advantages
08:38 Defining Network Effects
19:58 Examples of Network Effect Companies
23:25 Evaluating Network Effects in Marketplaces
24:08 Challenges for Food Delivery and Ride-Sharing Apps
25:53 Visa and MasterCard's Strong Competitive Moats
28:26 Financial Services with Wide Moats
30:31 Analyzing Moat Strength and Investment Strategies
35:53 Investment Opportunities in Companies with Strong Moats
41:27 Conclusion and Final Thoughts
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
More from Brett:
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Get your summer savings and shop premium wireless plans at MintMobile.com/beginners
What do Dave and Andrew recommend?
Our #1 recommended stock research platform is FinChat (now Fiscal.ai). Get 2 weeks access for free using our link (no card required): fiscal.ai/ifb
Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.
Have questions? Send them to [email protected]
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
For sponsorship inquiries, reach out to us at [email protected].
Learn more about your ad choices. Visit megaphone.fm/adchoices
569 episodes
All episodes
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