Скачать или смотреть EP08: How sustainable is your edge?

Every company claims to have an edge. The real question is: for how long?

In this episode of Implied with Zein, we explore what intrinsic investors really mean when they ask about the “sustainability” of a company’s advantage. Zein unpacks the idea of the Competitive Advantage Period (CAP): the time a company can sustain above-average returns before competition, disruption, or regulation erodes them.

From macro forces like demographics and policy shifts, to industry dynamics and company-specific moats, the episode shows how investors dissect both strategy and numbers to test whether an edge is durable or just temporary.

In this episode:
What intrinsic investors mean by competitive advantage period (CAP).
How macro, industry, and company forces shape durability.
Nine common sources of competitive advantage.
How investors verify whether an edge is real or already fading.

Credits:
Studio & Editing: Goocast, Cairo
Voiceover (Intro & Outro): Ayah Zeineddine
Branding: Rahma Rabie

🌐 Website: impliedpodcast.com
🔗 LinkedIn: linkedin.com/company/implied-with-zein
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