Sentences with phrase «moats more»

We have gotten together for the last three weeks to discuss the practice of investing, primarily in the Buffett / Munger framework with an emphasis on Moats more so than the Graham / Dodd cigar butts.

In the case of American Water Works, it has a moat more than a mile wide filled with angry mutant sharks.

Not exact matches

Examples he cited include: high switching costs, strong brands, patent protection, etc. (See To Keep Your Customers Build More Moats.)

The longer the relationship lasts, the more of a moat you create around yourself,» Foley says.

Dan Ciporin, Canann Partners: «Scale is increasingly a competitive moat, with established players like LendingClub and SoFi now competing much more with bank offerings like Marcus from Goldman Sachs.»

In fact, according to the most recent Moat report, only 37 percent of mobile ads are in view and only 28 percent are fully on screen for more than one second.

«I was more of an ideas guy, really,» he continued, and said that the border wall was his idea — but he wanted it to be a «moat filled with spiky blow fish» paid for by Alec Baldwin.

In reality, heavily spending on digital content is likely no more of a competitive moat than that possessed by any linear business that's dependent on investing in fast - depreciating assets.

The no - moat firm, in this example, is generating more value for shareholders than the firm with sustainable and durable competitive advantages.

Moat versus No - Moat: In this hypothetical example, a moaty firm's operations are more stable — generating more sustainable and durable economic profits into the future (slowly fading blue curve).

We believe that Low / No Moat companies are so subject to the competitive nature of the markets in which they operate that their future is far more governed by luck than by conditions within their control.

But we think that Pepsi also has more growth potential than investors give it credit for and is thus a hybrid between a Capital - Light Compounder (see below) and a Legacy Moat - Dividend company.

As it becomes more efficient in developing its technology, its global moat should grow.

That field looks awful with the moat around it, and this game just feels more CONCACAF than normal.

Claim: The Telegraph says former cabinet minister Douglas Hogg submitted claims for more than # 2,000 to clear a moat around his Lincolnshire estate and # 14,500 for a housekeeper.

MacShane had previously written an article for The Guardian in which he played down the expenses scandal, writing, «There will come a moment when moats and manure, bath plugs and tampons will be seen as a wonderful moment of British fiddling, but more on a Dad's Army scale than the real corruption of politics.»

All the profiles you see on this page are eHarmony singles from around New Moat who we're already helping to discover a more meaningful online dating experience.

Click here for Louisa Moats significant paper Teaching Reading Is Rocket Science and more Louisa Moats Resources.

As more houses were built, the walls were extended and a deep moat was dug so that all could feel safe.

I am also exposed to much more wide moat stocks than is available in terms of proportion or absolute number in the Hang Seng Index

My answer is I'd sell it regardless of price if I determine that the moat not enduring any more, or if I determine that management is no longer both competent and honest.

But not - so - easy point to get is that businesses with enduring moats are more attractive as investments than those which don't have enduring moats even at relatively higher prices in relation to assets, recent earnings and cash flows.

Relaxo earns a pre-tax ROE of more than 35 % a year so there is evidence of moat, but the remaining questions still need to be answered.

These are companies with long track records of earnings per share growth well over 10 % annually, steady management, entrenched moats and other competitive advantages, moderate or conservatively financed balance sheets, and current execution that suggests more wealth will be minted for shareholders in the year ahead.

Most value investors understand that leaving the question of price aside, businesses with enduring moats are more attractive as investments than commodity - type businesses which have no low - cost advantages.

If keeping a «snow - free» moat around your house is a bit too much, consider shovelling snow away from areas more prone to water damage, such as basement windows and concrete steps.

Decades ago tech industry used to be a high moat industry, but not any more.

Such a company will usually earn more than its competitors year after year and with that extra cash, will be able to gain more market shares and grow at a faster pace than a no moat or narrow moat company.

But if we really are facing into a far more uncertain low - growth environment, companies boasting high price or low cost moats are obviously best - equipped to thrive & deliver returns in a much harsher world.

Do some businesses have moats that make their lines of business relatively more profitable?

The most important point made in these sentences by Charlie Munger is that the great moats which exist in the world tend to have an aggregate value that is more than the sum of the parts.

For this reason, in my book on Charlie Munger I put the material on moats in an appendix since I feared readers would bog down and not focus on the more important points such as making investment and other decisions in life.

Businesses that have a strong moat and a relatively long operating history which are in the investor's circle of competence are favored since they are more predictable.

For example, some big moats are more brittle than others.

Even though both strategies will yield ridiculously good returns, the fact that most of these companies don't have extremely durable moats means that just in case you're holding on these stocks while the stock market is entering a bear market, these companies might not survive the bear market due to narrow or no moats, or they will drop in value much more due to being in small to medium cap.

Despite the expectation of more volatility, we continue to focus on wide moat, large - capitalization companies that are trading at reasonable valuations, in our view.

While standing on top of the imposing limestone structure, overlooking the waterless moat... Read More

Helen Moat roamed the hidden corners of rural Cyprus and discovered a land where life continues as it has for centuries — with a focus on fabulous food, generous hospitality and a love of nature More

What's more, Lava moat, Magic Towers will fight together with Defender!

Green architecture uses local materials: How much more local can you get than building a fortress with the stone you excavate to dig the surrounding moats and ditches?

FB is a wonderful wide - moat business, but a choppy growth trajectory will likely send shares lower at some point, offering investors an entry point at a much more attractive valuation than they'll get today, says Morningstar analyst Rick Summer.

What's more, the bank says that the social network's changes in response to the scandal so far — like shutting down use of third - party data for ad targeting — will help strengthen its moat in the style of other tech giants.

For example, if the company's moat is brand - based, you want to learn how management has made the brand more valuable.

A «moat» of smooth river rocks surrounds this freestanding tub, drawing even more attention to its gentle curves and sleek style.