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Stocks S / Stratasys, Inc.
|Subject: Next question: where's the moat?||Date: 7/17/2012 9:25 AM|
|Author: nondogmatic||Number: 124 of 240|
Still interested in SSYS as a potential investment. But I don't yet understand what their moat really is. It seems like there are a whole bunch of companies out there in the 3D printing space (not just SSYS and DDD). And SSYS may have a leading market share right now....and a first mover advantage.
But what do they have that really amounts to a moat? Is there some part of the business that they own and have enough IP that others can't enter it? OR are there high switching costs that can be maintained over time?
I spent some time investing in fiber optics companies right as they were taking off during the first internet boom. I learned the hard way that market share and first mover advantages do not automatically mean you have a moat.
Again, I'm not pretending to be an expert. Just want to get some responses.
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