RE:RE:RE:RE:RE:lots of garbagebandit69 wrote: HotDiggityDogg wrote: Now it has lots of competition;
yes, exactly. Goes back to my question I made in a different post a few weeks ago, what's their moat or competitive advantage? And now that Amazon is making a move, well, good luck in the US anyway.
Again, I am not saying they'll go broke but it is not the fantasy many are drooling about.
I would say that having exclusive agreements and contracts with clinics would be a moat?
I think moats are a bit misunderstood. Take Coca-Cola or McDonalds, great businesses, yet what's their moat? What's Walmart's moat? It used to be their know-how/model and now it's their brand as well.