We could get exposure to these types of equities through a systematic index like the Morningstar
Wide Moat Focus Index and Elements Morningstar WideMoat Focus ETF (WMW).
Yet in its annual reconstitution last month, the Market Vectors Wide Moat ETF (MOAT), which is based on the Morningstar
Wide Moat Focus Index, replaced 9 of its 20 holdings.
Not exact matches
In our writing here we've made clear the the single most important element of our investment approach is
focusing on companies that have a
wide competitive
moat.
Many U.S. stocks have
wide moats so to narrow the list I added in a little Graham by
focusing on the lowest combination of P / E and P / B ratios.
If on the other hand, you
focus on finding «
wide -
moat» companies and holding them over the long - term this book will help you value companies better.
If you aren't already familiar with my blog, Fat Pitch Financials, it is a value investing blog with a
focus on
wide moat companies selling at substantial discounts and special situations.
About bambooinnovator KB Kee is the Managing Editor of the
Moat Report Asia (www.moatreport.com), a research service focused exclusively on highlighting undervalued wide - moat businesses in Asia; subscribers from North America, Europe, the Oceania and Asia include professional value investors with over $ 20 billion in asset under management in equities, some of the world's biggest secretive global hedge fund giants, and savvy private individual investors who are lifelong learners in the art of value invest
Moat Report Asia (www.moatreport.com), a research service
focused exclusively on highlighting undervalued
wide -
moat businesses in Asia; subscribers from North America, Europe, the Oceania and Asia include professional value investors with over $ 20 billion in asset under management in equities, some of the world's biggest secretive global hedge fund giants, and savvy private individual investors who are lifelong learners in the art of value invest
moat businesses in Asia; subscribers from North America, Europe, the Oceania and Asia include professional value investors with over $ 20 billion in asset under management in equities, some of the world's biggest secretive global hedge fund giants, and savvy private individual investors who are lifelong learners in the art of value investing.
If you aren't already familiar with my blog, Fat Pitch Financials, it is a value investing blog with a
focus on
wide moat companies selling at substantial discounts and Benjamin Graham style workouts.
That said, I think books that help frame this question and
focus the analysis are: «Competition Demystified» (Greenwald), «The Little Book that Builds Wealth» (Dorsey), and «Hidden Champions» (Simon), help show what makes a business superior to others (the
moat) and how
wide / long a competitive advantage may be.
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.