We need t investigate why?
However, the bigger aspect we need to identify is that does it have economy moat? A competitive advantage?
I think this could be an issue because right now AC might be able to produce Bio friendly cotton but it is not something other Cos cant do or achieve in near future. And in company ANnual report itself, its mentioned that they face competition from other firms due to Bio Friendly cottons being costly in price.
That could be the reason why AC is not on VPs’ investment radar. Please feel free to correct me.
| Subscribe To Our Free Newsletter |
