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If this was their most important moat for you, what is their moat now that it is gone?
by Schiendelman 2y ago
If this was their most important moat for you, what is their moat now that it is gone?
- immibis 2y agoThey don't have one, which is why they're struggling to maintain market share. They run solely on brand loyalty, and slightly on competing with AWS and GCP to sell server hosting to people with more money than sense.
- Schiendelman 2y agoSo you believe they became the most valuable company in the world (a few times recently though Apple is currently 13% ahead) with no moat? That's an interesting take. Is it possible you just don't know much about them?
- immibis 2y agoThe stock market is objectively quite stupid. I'm not sure what you're trying to imply with this.