The hidden value: where to look for the hidden treasure chest ❓
Winning companies - don't do it by force. 😇
They build a sophisticated and smart economic structure that creates a competitive advantage with each passing day, these are not companies that live "between rain and storm" - but companies that hold the tap. 💸
1️⃣Software - the new capital? 👨💻
No raw materials needed. ❌ No inventory. ❌ No distribution. ❌
There is a product. ✔️ Every additional customer, almost pure profit. 💵
Huge profit margins. ✔️
Recurring revenue. ✔️
Control. Forecasting. Scalability. ✔️
Examples of companies operating in such models include well-known software and payment giants from the American market - $MSFT $PLTR $SHOP
2️⃣Payment networks - collecting tax on the economy 🧾
They don't lend. ❌
They don't take risks. ❌
They only take a commission on every transaction. ✔️
A wall of trust, scale, and connections with the whole world companies like $V $MA 🌍
They are not the players in the game, they are the stadium. ⚽️
3️⃣Subscription platforms, profit with forecasting companies like $NFLX $SPOT - they know who the customer is, how much time is left, when they leave. 📱
They don't hope, they measure - when there is a good product, retention is an asset. 🪴
4️⃣Enterprise software - operational glue companies like $CRM $NOW $MNDY - once the company has implemented it - it cannot be removed. ⛔️
The cost to switch to another provider is high, risky, full of glitches. ✔️
This is pure pricing power. 💎
5️⃣Platforms without inventory - smart brokerage
Companies $ABNB $BKNG $DASH - do not hold products, they only connect parties. 🤝
Low fixed costs. ✔️
Brand advantage and vast data. ✔️
This is not logistics - this is control. 🦾
6️⃣Digital infrastructure - the information tap ⛏️
Cybersecurity, cloud, development tools. $NET $AMZN $VRSN this is the basis for everything 🏦
Once you've entered a company's infrastructure - it's hard to leave. 🔥
7️⃣ Franchising - the net capital
Example companies like $MCD $WING $DPZ
They don't operate. ❌
They only collect royalties. 🧾
This is not a restaurant, this is a cash collection system.
Easy to expand, easy to measure. 🪙
8️⃣ Luxury brands - selling a dream, not a shirt
Companies like $LVMH $RMS $RACE, do not try to compete on price. 🪙
They control your desire to buy. 🫴
The brand strengthens, it does not wear out. ®️
They offer passion, status - not products. ⚡️
8️⃣ B2B niche suppliers - small product, huge value
Company $AXON is an excellent example -
If your product constitutes 1% of the customer's cost, but 100% essential - you are in control. 💡
Customers don't leave, there is pricing power. There is an anchor. ⚓️
When a business model is strong - customers are drawn to it naturally. 🏎
And when the business model is strong - businesses don't beg for the price - they are the ones who dictate it. 🪧
There you can see models that generate stability and real value over time. 🔎