Trending Insights

Access our latest research and insights from the Montaka Investment Team

Trending Insights

Access our latest research and insights from the Montaka Investment Team

Scale Economics Shared – Digitally

Nicholas Sleep coined the “scale economics shared” model to identify Costco’s long-term advantages. He later found it had even strong applications to internet retailers, betting big on an “overpriced” Amazon in 2007. In today’s digitally accelerated world his observations are finally being reflected among mainstream investors.

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