Terry Smith's Bet: How NAPCO Built an Impossible to Switch Moat in Commercial Security (NSSC)
Автор: Fundamental Deep Dive
Загружено: 2025-11-25
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Watch the full Terry Smith Bets here: • Warren Buffet's Bet
00:00 The Terry Smith Catalyst: Why NAPCO?
01:59 Decoding NAPCO: The Structural Transformation
04:32 The "Three-Legged Stool" Moat
08:16 The High-Margin RSR Shift (90% Gross Margin)
11:23 The Mandatory Demand: Cellular Sunset
13:58 The Impossible to Switch Moat & FICO Parallel
16:30 Commercial Fire Safety: The UL 864 Barrier
17:49 Financial Excellence: Margins & Operational Efficiency
20:49 Balance Sheet & ROIC: A Capital Light Compounder
23:25 Key Risks: Competition & Operational Concentration
27:08 Historical Accounting Scrutiny & Management's Response
29:19 Conclusion: The Compounding Opportunity
#NSSC #NAPCO #TerrySmith #Fundsmith #StockAnalysis #Investing #ValueInvesting #CommercialSecurity #Moat #RecurringRevenue #CellularSunset #BusinessAnalysis
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