TSLA
Tesla
-- 405.012 NVDA
NVIDIA
-- 144.210 RGTI
Rigetti Computing
-- 18.6450 AAPL
Apple
-- 242.980 PLTR
Palantir
-- 79.600 
The secret to Warren Buffett's investment in Coke
"One thing that people don't understand... cola has no taste memory.
You can drink one of these at 9 o'clock, 11 o'clock, 5 o'clock...You can't do that with cream soda, root beer, orange, grape...
You get sick of them after a while... There is no taste memory to cola.
The average person drinks about 64 ounces of liquid per day, and you can have all 64 ounces of that be Coke...
If you do that with almost anything else -- with just one product -- you'll get sick of it.
And that's a huge factor.”
- Warren Buffett
Personal Thoughts:
- Having no taste memory is a strong economic moat that Coke possess, one that no other beverage company could make a claim to.
- Having no taste memory is a strong economic moat that Coke possess, one that no other beverage company could make a claim to.
- Diminishing marginal utility - each additional unit of gain leads to an ever-smaller increase in subjective value.
- 3 bites of candy are better than 2 bites, but the 12th bite does not add much to the experience (in fact it could even make it worse). With coke, the 12th can tastes just as good as the 1st.
- A company with a unique competitive advantage, won't go out of favour.
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73158385 : Very good ,when he talks I listen