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." ...

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]