Sentences with phrase «about moats»

One of the things I had told Amit was that by now, my students at MDI were probably fed up of hearing about moats from me and he should not use the «M» word in his talk.

Buffett often talks about moats and great businesses, but he also was a great handicapper.

Yes, I understand about moats, and what they imply for growth investing, but given changes in technology, moats aren't that common over a decade.

It's become fashionable to talk about moats in investing as an analogy for sustainable competitive advantages.

That's the thing about moats.

Wholesale transfer pricing is not about moats, but rather about the red «Bargaining Power of Suppliers» category in Michael Porter's «Five Forces» model depicted below:

Our friend Connor Leonard who runs the public market portfolio at Investors Management Corporation has developed an excellent framework for thinking about moat outcomes.

A topic in the book where value investors often have different opinions is about moat versus management.

But Buffett here is not just talking about the moat of a business, but in the endurance or sustainability of that moat.

Thanks for the excellent article and making people think about moat investment... I like picking the moat investors (good mutual funds)...

Not exact matches

«It's like when Warren Buffett talks about investing in companies with a large moat — that's what Latin American investors are trying to do,» says Colmenares.

Learn about the sources and sustainability of Google's competitive advantage by examining Warren Buffett's concept of an economic moat.

One set of questions from the YouTube host, Gali Russell, was about Tesla's supercharger network and whether it should be available to other automakers, as Musk has suggested, or kept as a strategic moat.

One set of questions from the YouTube host, Gali Russell, was about Tesla's supercharger network and whether it should be available to other automakers — as Musk has suggested — or kept as a strategic moat.

Everything on this blog about company MOAT and FLOAT, especially the stuff by The Fundoo Professor and The Brooklyn Investor.

I've been thinking about what might be the best example to use to try to explain the nature of the work an investor must do to determine whether a business might have a moat protecting an attractive business.

But they assign the Wide rating to about 67 % of the stocks in our portfolio and give a Narrow moat rating to another 28 % (these percentages exclude the few companies in our portfolio that they do not cover).

Usually when people talk about different kinds of moats, they are referring to the elements of the business model that give rise to the company's competitive advantages.

There is a contemporary ring about William Alger's words penned a century ago: «Alas, how widely yawns the moat that girds the human soul!

The campaign for PR has been around for a long time, but it's only since the expenses crisis that it's built up a head of steam again, yet the Tories used a primary to select Boris Johnson for London Mayor and many of the current crop of parliamentary candidates were selected by primaries before anyone knew about duck houses and moats.

Of course, a regular target might decide to block requests coming in from OccupyTheURL's domain or IP number, but that would be even better — the press release about how XYZ Corp is so afraid of a little ridicule that they'll hide behind a moat and castle walls pretty much writes itself.

Never mind the comedy moat, the real story about Douglas Hogg is he listed his 13th C estate as a second home http://t.co/kZZWmiULeM

He is concerned about the points where the moat is breached by doors and glove holes that allow scientists to examine the rocks.

Michigan About Blog I am Mike Moats, an international award winning, professional Macro Photographer from Sterling Heights, Michigan.

Singapore About Blog Kyith Ng is the founder of Investment Moats, which mentors you on wealth management towards Financial Independence.

About 85 % of English words are decodable using phonics (Moats & Tolman, 2009).

«The river always had a stink about it, but the moat [around the gaol where Esther is imprisoned] was truly noxious, for the soldiers used it to dispose of their waste.

I'm all about profit, minimal debt, and wide moat companies.

This is one of the biggest reasons Warren Buffett doesn't invest in tech companies — it's impossible to even think about what the future economic moat of these companies will be.

The MOAT ETF doesn't have a long trading history (less than two years), but over its short life it has outperformed the S&P 500 by about 10 %.

Since Morningstar rates about 1700 stocks altogether, I consider the Narrow moat rating to be just OK rather than Good, since over half of the stocks that Morningstar rates have positive moat ratings.

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 investMoat 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 investmoat 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.

As a disciple of Ben Graham, when working on any business and not necessarily moats, I developed my own ways of thinking about valuation.

-LSB-...] talking about the important concept of economic moats in the first part of his interview, Prof. Bakshi talks about his thoughts on valuations, mental models, -LSB-...]

And the beauty about investing in moats is that you think about expected returns after the business passes your business and management quality checks.

You ask about when will I sell a moat business.

I think its very important to have these five forces in mind when thinking about resilience of moats.

I use the same logic when thinking about making long - term bets in moats.

Safal Niveshak: In an Outlook article last year, you wrote about paying up for businesses with sustainable moats, like Nestle.

After talking about the important concept of economic moats in the first part of his interview, in this second and concluding part, Prof. Bakshi talks about his thoughts on valuations, mental models, diversification, checklists, and why you must buy great businesses for the long term.

Included in such funds are the kinds of companies I discussed in an article about stocks Warren Buffett might buy; stocks with wide moats, strong financial positions, and product lines that sell just as well in recession as they do in periods of strong economic growth.A low volatility ETF is an easy way to get exposure to stock - like returns without the crazy up and downs.

-LSB-...] reading about Investment Moats latest post on Swiber Holding Ltd and his comments on Deep Value Contrarian Investing, I made a comment: -LSB-...]

This is why we care so much about doing The Moat Report Asia for you.

I can obviously talk about intellectual property, competitive advantage, brands, moats, management, etc. — but frankly, it's pretty easy to recognise these stocks.

But while the numbers are clearly important — providing essential confirmation of an economic moat — they won't necessarily warn you if you're simply looking at a lucky streak... or a company that's about to head off a cliff.

Again, it's all about focusing on the companies which have the economic moats to consistently charge higher prices, or offer low prices, than their competitors.

Instead of just looking at why a moat exists or can be made stronger, he is saying you should think about why it may weaken.

Been a while since I talked about IREIT Global and since I was facing some glitches with Investment Moats, I might as well give some updates.

A complete discussion about the nature of moats can't be done well in a ~ 3,000 word blog post since it is one of the most complex topics in the business world.

The remaining three sources of an economic moat are Cost Advantages, Efficient Scale, and Intangibles.1 In writing this post I am trying to consolidate what I have learned about intangibles & -LSB-...]