He Wrote the Book on Why Moats Fail | Ritavan on What Actually Compounds Instead
Ritavan joins Excess Returns to explain The System Gambit, a new framework for understanding competitive advantage, business strategy, AI disruption and long-term compounding. We discuss why traditional moat checklists can miss the real source of value, how companies can build systems competitors cannot copy, and what investors should look for when AI changes the game.
The System Gambit
https://amzn.to/4b0J32I
Main topics covered
Why the traditional moat checklist can fail investors
The three requirements for a true System Gambit
How investors can evaluate business strategy from the outside…
The skinny
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