uanotl (uanotl)
investor | web3 builder | meme
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Maintained differentiation is the moat. Corporate culture is an important part of the moat. It is difficult to imagine that a company without a strong corporate culture can have a wide moat. The better the business model, the higher the certainty of investment or the lower the risk.
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The need to use many people (relative to turnover and profits) is a characteristic of a bad model. Don’t buy companies with high debt levels. Good companies are not likely to emerge in industries with large capital expenditures.
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Investment logic 1、Buying stocks means buying companies. 2、right business, right people, right price. 3、Price is not that important, business and people are the most important. Culture and founder have a lot to do with each other.
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