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Dragon Invest's avatar

AI is unclear but the U.S. certainly leads in industrial fast food. If you or your readers like fast food then you might want to check out this analysis on an American fast food behemoth making rapid inroads into China.

https://dragoninvest.substack.com/

Chinese Restaurant Stock Analysis Series Part 3: DPC DASH (1405.HK)

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Jason Leonard's avatar

I know 'product experience' isn't always seen as a defensible moat, but in the context of Duolingo and how far ahead of the competition they are on this front, I would add it as part of their moat as well.

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