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Can brands in and of themselves have a moat?
This week for our Not So Deep Dive episode we covered $YETI, which has successfully found a niche in the premium cooler and reusable drinkware market. Its brand is clearly top notch among its target audience right now.

But here's the problem I have with a company like Yeti, which we see time and time again: the results don't seem predictable. When all you are going off of is brand value to consumers, that feels incredibly risky to me, given how choices and trends can change pretty easily over a five year timespan.

Personally, If I'm going to invest in a company because of its "brand" I want to buy it at a very cheap multiple.

Anyone have any thoughts of identifying durable vs. non-durable brands?

Spotify
Yeti (YETI) | Not So Deep Dive
Listen to this episode from Chit Chat Stocks on Spotify. Yeti designs and markets products for outdoor and recreational purposes. The company sells various products ranging from mugs to cargo bags. Yeti was founded in 2006 in Austin, Texas. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Yeti. Enjoy the show! Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (1:29) Industry | (9:47) Management & Ownership | (12:44) Earnings | (16:26) Balance Sheet | (20:50) Valuation | (22:28) Our Analysis | (24:53) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

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