On the internet, the power goes to the company people CHOOSE to interact with every day.
$Netflix(NFLX)$ in streaming
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ in search/mail
$Apple(AAPL)$ in hardware
$Uber(UBER)$ in ride-sharing
$Amazon.com(AMZN)$ in retail
$Intuit(INTU)$ for taxes
$Hims & Hers Health Inc.(HIMS)$ If the future of healthcare is the personalization of treatments, why wouldn't a company that's built to personalize solutions be a winner?
Moats don't look like they did in the 80s and 90s.
PS: "I like this company's products" is a great place to find investment IDEAS.
"I like this company's products" is a TERRIBLE investment thesis.
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