Moats & Multiples @moats_multiples

Global Equity Analyst | London | Investing in the world's best businesses | Not investment advice moatsandmultiples.substack.com London, England Joined April 2025

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Moats & Multiples @moats_multiples

5 months ago

I find it laughable that poor businesses will blame everything but themselves for their decline. $WW Great businesses have the gall to disrupt themselves when their industry shifts. ft.com/content/b54d22… via @FT

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