Comment Comment by hgoel >Until it doesn't...I don't get the point of this. We all seem to agree that these companies have almost no moat, if one stops being a good deal, you can switch to another. That doesn't invalidate the existence of a deal that is currently good. parent hgoel 2 months ago
I don't get the point of this. We all seem to agree that these companies have almost no moat, if one stops being a good deal, you can switch to another. That doesn't invalidate the existence of a deal that is currently good.