All About Defensibility

Today: Founders and investors are rightfully obsessed with defensibility. Here’s a curated list of writings and resources.

The Agenda 👇

  • Systems of intelligence as an investor’s meta-thesis

  • Defensibility: a key outcome of strategic positioning

  • An inverse relationship between scalability and defensibility?

  • Value investors’ passion for the notion of an “economic moat”

  • Defensibility and uncertainty in the startup world

  • A telling example of a system of defensibility: Lego

  • Further read…

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