Is GetSwift the Real Deal?, page-63

I understand the concept of a moat and it wasn't me who made any such statements. My investment in them is not in any perceived moat, but in a better strategy and execution than the other players out there. I wanted a last mile logistics play and I picked the most appropriate one. It is not the largest holding in my portfolio, so I use a smaller portion of my portfolio for potential growth investments.

In terms of deals and revenues, no business knows whether their revenue model will remain fully intact. Auto suppliers go out of business because a long term deal they had with one to two customers went under. The best things a company can do to stabilize revenues are to diversify (in GSW case across regions and verticals) and develop a competitive advantage against the competition.