Exploring business power duration and inflection

LYV: Monetizing the Moat

-LYV is often dismissed on the buyside because of its complicated financials, visceral hate from customers over Ticketmaster fees and near constant DoJ investigations. -The moat is incredibly strong (scale, switching costs, & cornered resources) and Live Nation is often at the fulcrum points in the value chain for live

KEYS: At the center of multiple secular tailwinds

Keysight Technologies has many of the makings of a high-quality compounder.  The company has excellent economics, a combination of powerful competitive moats, a conservatively financed balance sheet and ample opportunities to re-invest in the business both organically and inorganically at high rates of return.  I may even go so far