I found this a good read for those looking at moats and to help shape my top convictions.
Long on Twillio and Mongo.
https://www.marketwatch.com/story/moats-will-make-all-the-di…
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Hi Jeremy,
What are your own thoughts on this? Why did you find it a good read? How did it help you shape your top convictions?
Benjamin
(Assistant Board Manager)
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