Let's Play a Game!
This game is about which companies YOU think are LEAST likely to have their competitive advantage eroded over the next 20 years.
The game begins with this list of 10 companies. (Note these numbers are NOT rankings, they are only numbered to make sure we actually have a list of 10)
Now, here's how the game works.
First you pick the company on the list of 10 that you think is MOST likely to have its competitive advantage weakened over the next 20 years.
Then you REPLACE that company with whatever company, that is not already on the list, that you think has the LEAST likelihood of losing its competitive advantage.
Please give detailed reasoning for both the replaced pick, and the new pick.
I'll go first as an example:
I think PM has the highest probability of losing its competitive advantage/moat due to the risk of unfavorable international legislation, and the risk of being taxed into oblivion.
I will replace PM with CSX, because I believe it's basically impossible to replicate the assets of a Class I railroad in modern times. I believe that CSX's duopoly with NSC will endure for many decades to come.
The new list is:
Please note: If a company is replaced (like I just replaced PM) it can still be picked up by later players, and is certainly not eliminated from the game.
I think, if we get some decent participation in this game, it could be a lot of fun. And we might learn a little bit about long term competitive advantages.
Hopefully this makes sense. Let me know if you have questions.
Well, now it's your turn! GAME ON!