tag:blogger.com,1999:blog-7294165939647321702.post496848111562795126..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Insight Into A Buffett MoatSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7294165939647321702.post-5733461415983128462012-02-29T13:19:31.662-05:002012-02-29T13:19:31.662-05:00this is indeed just IKEA. No doubt IKEA has a moat...this is indeed just IKEA. No doubt IKEA has a moat as well. I think NFM should be happy IKEA isn't more aggressive in the US, otherwise this moat would in a lot of danger.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-18129897620140555962012-02-29T09:38:58.746-05:002012-02-29T09:38:58.746-05:00Is it just me, or is NFM taking the European model...Is it just me, or is NFM taking the European model of super store destinations. You see them all over Europe where these super stores are placed way out in the middle of nowhere and several brand stores that do not compete also move there. E.g IKEA, MediaMarkt, Conforama, etc.<br /><br />Not sure where this out of town super store trend started, but it seems to me that is it the opposite of what most are doing in the US and locating in mega malls, or in the cities. In Europe the IKEA becomes the destination, and most travel huge distances to get there.<br /><br />In this case, NFM is not innovation, but rather replication. The model certainly works in Europe and Omaha. Presumably is can translate to Dallas as well.Gregory Pnoreply@blogger.com