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He Wrote the Book on Why Moats Fail Ritavan on What Actually Compounds Instead artwork
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He Wrote the Book on Why Moats Fail Ritavan on What Actually Compounds Instead

Excess Returns by Excess Returns

Jul 1, 202601:11:59Business

Ritavan joins Excess Returns to explain The System Gambit, a new framework for understanding competitive advantage, business strategy, AI disruption and long-term compounding. We discuss why traditional moat checklists c...

About This Episode

He Wrote the Book on Why Moats Fail Ritavan on What Actually Compounds Instead is an episode from Excess Returns by Excess Returns. Ritavan joins Excess Returns to explain The System Gambit, a new framework for understanding competitive adv...

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Published Jul 1, 2026, 01:11:59 long, audio available.