ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Moats and Allocators"
Episode Synopsis
- Why does alpha erosion occur?
- How are business moats built?
- Who are the best capital allocators?
Show notes at: http://thewaiterspad.com/2018/03/01/moats-and-allocators
- How are business moats built?
- Who are the best capital allocators?
Show notes at: http://thewaiterspad.com/2018/03/01/moats-and-allocators
More episodes of the podcast Mike's Notes
F1 CAC
06/08/2021
A confusing calculation
05/08/2021
CAC Pack: 5 studies
27/04/2021
The physical to digital trend
19/04/2021
Mike's Notes (Trailer)
18/03/2021
Stakeholders 🕖
20/08/2018
Sam Walton, making it in America
26/07/2018
An Attitude Of Factfullness
18/07/2018
In God we trust