7 Comments
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David | AI-Driven Playbooks's avatar

Great read. Love the idea: momentum finds winners, moat keeps them winning.

Colin Brown's avatar

Perfect timing. Was talking about Moats and Momentum with a founder this week. Strongly recommending this post for him to read.

@Brandon_MosTra's avatar

The time required for great ideas and products to be recognised and discovered ranges from approximately 30 to 60 seconds (Moat)

Pierre PERRINE's avatar

Interesting read, in the vain of the 'magnificient 7' articles also. Does that mean the Russel 2000 is never going to beat S&P ? Where will the incentive come from to invest in SMEs ?

Max Bray's avatar

Great read, thank you