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You Need a MOAT of Defensibility
At the very beginning, you need to nail your core use case and build the growth machine around the core use case. Then you start the optimization phase and those small optimizations, they're going to compound and you need to make it really at speed. At some point when you feel that you nailed that core use case, you need to build defensibility and defensibility cannot build through those small moves.You really need to make a mode of defensibility. Built a great product with clearly defined broad need that c ...
X @mert | helius.dev
mert | helius.dev· 2025-08-15 16:39
RT 11AM w/ Seed Club (@11AMdotclub)defensibility?@0xMert_ just wants to help userssimple as"If it helps our users, we'll also do that. And so we don't have holy principles other than what's here, which that says increase bandwidth, reduce latency. And because once you do that, then everything else kind of takes care of itself." ...
Undervalued, Ignored, And Still Standing: The Henkel Investment Case Revisited
Seeking Alpha· 2025-07-16 03:28
Core Insights - The investor has held a position in Henkel AG for over two years, primarily benefiting from dividends without significant capital appreciation [1] - The analysis emphasizes the importance of investing in high-quality companies with competitive advantages and defensibility, focusing on European and North American markets [1] Company Analysis - Henkel AG is viewed as a long-term investment opportunity, although the investor has not experienced substantial gains beyond dividend income [1] - The investor's strategy includes a broad market capitalization approach, indicating flexibility in investment choices from large to small cap companies [1] Academic Background - The investor possesses a Master's Degree in Sociology with a focus on organizational and economic sociology, along with a Bachelor's Degree in Sociology and History [1]