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Moat Analysis
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43
Uses a combination of narrative analysis and a direct quote from an industry expert to establish a 'moat' around ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
161
The slide uses quotes from Zeiss executives and technical specs to establish a 'moat' argument.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
09
The slide uses a checkmark-based list format to emphasize defensive moats.AMMO | Investor Presentation Deck | 27 slides · AMMO, Inc.
Pitch deck Investor relations Beat · Market Size1 hit
58
The slide uses a dark background with high-contrast text and logos to emphasize the difficulty of building defensible moats.Angel guide to startup investing reduced size · angel-guide-to-startup-investing-reduced-size
Deck Investor relations Beat · Solution & Approach1 hit
03
The slide details the technical complexity of building data moats and categorizes access types (Gig, Payroll, Portals) with associated icons.Argyle notion investment memo series A · argyle-notion-investment-memo-series-a
Document Independent analyst Beat · Business ModelLoop · Voice Of Customer1 hit
21
The slide uses a four-column layout to define the company's 'moats'.Attest pitch deck: Market research startup raises $60m Series B round · Attest
Pitch deck Strategy consulting 1 hit
11
The slide uses a structured list format to categorize different types of competitive moats (regulatory, patent, strategic, and operational).Calliditas Therapeutics | IPO Presentation Deck | 38 slides · Calliditas Therapeutics
Pitch deck Investment bank Beat · Solution1 hit
09
The slide discusses the erosion of traditional AI moats due to rapid model advancements like GPT-4.Eximius Ventures Just an Agent Away An AI Thesis · eximius-ventures-just-an-agent-away-an-ai-thesis
Deck Investor relations Beat · What Could BeLoop · Golden Circle1 hit
16
The slide highlights both the functional benefits of the technology and the high barrier to entry (investment and talent).Expedia | Investor Presentation Deck | 27 slides · Expedia
Conference presentation Investor relations Beat · FinancialsLoop · Logic Chain1 hit
20
The slide uses a stepped bar chart to represent a progression of competitive advantages.Read the pitch deck a founder sent investors via email that netted his open source startup $9 million in funding · Almanac
Pitch deck Strategy consulting 1 hit
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The slide uses a comparative structure to frame regulatory compliance as a moat.SteadyPay used this pitch deck to raise millions to help gig economy workers · SteadyPay
Pitch deck Strategy consulting 1 hit