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Some thoughts on moats and competition


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i dont know why but after reading this --- 'irrational behaviour .... positive feedback loop..."  i think of facebook's recent whatsapp acquisition.  in order to remain the dominant player, is FB behaving irrationally?   


thanks for sharing this article, quite insightful.

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Anybody has a copy of that 1970 Essay by Soros?




He wrote:


Some people asked me where they can locate the George Soros REIT report that I mentioned in the last post.


You can find it in “The Alchemy of Finance”. The report is replicated on page 61 to page 63; the author’s follow-up analysis (page 64 – 68) is also very instructive.

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