5 Comments

What's striking about this essay is that whilst explicitly prescribing a methodology for spotting good management practices (and therefore potentially excellent companies) you implicitly illuminate to business owners and founders the lodestar that might guide them toward said practices. Engaging and enjoyable on both levels. I look forward to the next piece.

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Great article. Any thoughts on spotting these moat and mindsets earlier? Thanks.

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Build that list of companies that could develop this kind of advantages and follow them over the years. It takes work but I think it’s a valid exercise. Start with the As to the Zs. Early indicators? Its hard but I focus on any type

of customer feedback, reviews or experience sharing I can find.

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Wonderful article!

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Thanks John!

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