The Unfair Moat Index · 0 companies
Every moat I've scored, ranked.
Moat score = the average of physical chokepoint, switching cost and lock-in. Click a company for the reasoning, the sources and a one-page PDF.
- The first score lands Oct 20.
Up next · EP.001 · Oct 20, 9am ET
ASML
The $380M machine nobody can copy.
scored Oct 20
Think a score is wrong?
Say which one, and why, in the video's comments. The best counter-argument each week gets featured here and in the next episode.