Zortix
Sign in
DJCOBULLISHCore thesis · 5/5

Vertical software moat in court systems

The guest argued that Daily Journal's Journal Technologies (JTI) business is a deeply embedded vertical software provider in a highly regulated, niche court case management market, making it resilient to disruption and new entrants.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
DJCO: Vertical software moat in court systems · Zortix