Post #7410 by Manlobbi on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

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I have posted a bit about Apple on the Shrewd'm Apple board:
https://www.shrewdm.com/MB?pid=932044197
.. regarding the moat, a lot of it comes from the OS/hardware coupling with the real value in the software, not the hardware. The hardware makes the coupling work, but much of the real moat is the profound momentum from developers having their livelihood depending on their commitment to Apple's ecosystem. When people learn something like they like to continue to use that knowledge. This is largely what caused IBM compatibles to become so dominant in the 1980s - it wasn't the technology, but the self perpetuating momentum between developer community's commitment increasing value of the products, leading to a larger audience in turn bringing more development commitment, and the feedback continuing.
(more details in the link, please continue the thread there)

- Manlobbi

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