Sentences with phrase «good moat»

Naturally, everyone has a different definition of what constitutes a good moat.

Not exact matches

LiveJournal was an early - mover in the blog category, built a small but indefensible moat based on users, and was eventually overtaken by better - funded, better - architected rivals like Blogger and WordPress.
The best way to protect against that, Woodman says, is to build a moat around the company in the form of its content ecosystem.
Sometimes you will hear a knucklehead say moats don't matter since all that matters is delivering better customer value via execution of a plan.
Can great management or better business execution create a moat?
If Netflix's spending on content today creates a lasting moat against competitors, its investment in original content is money well spent.
You better have a strong a moat, and a knight in that castle that knows what he's doing» Warren Buffett
Well - run, high quality company with strong brands and wide moat.
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.
[Steve Eisman] A write - up on the impending Hilton (HLT) spinoff [Clark Street Value] CBRE (CBG): industry deep dive to detect an emerging moat [Punch Card] A look at Discovery Communications (DISCA / K)[Contrarian Edge] Sustainable sources of competitive advantage [Collaborative Fund] Why deep learning matters and what's next for AI [Algorithmia] The unexpected genius of Facebook's Mark Zuckerberg [Fortune] Google's online travel adventure upsets its biggest advertisers [Bloomberg] A billionaire's dreams of creating a guns empire [NYMag] If oil refiners crash, so will the economy [WSJ] Mastercard, Visa set to reap spoils of India's war on cash [Bloomberg] How Best Buy (BBY) fought Amazon [WSJ] The evolution of media & entertainment: conversation with CEOs [YouTube] How to get comfortable with being umcomfortable [Inc] Why gut feelings may really help you make risky decisions [Washington Post] Why stoicism is one of the best mind - hacks ever devised [ABest Buy (BBY) fought Amazon [WSJ] The evolution of media & entertainment: conversation with CEOs [YouTube] How to get comfortable with being umcomfortable [Inc] Why gut feelings may really help you make risky decisions [Washington Post] Why stoicism is one of the best mind - hacks ever devised [Abest mind - hacks ever devised [Aeon]
Good quality company with narrow moat.
Connor has shared some thoughts with BHI readers in the past, including a post on Reinvestment Moats, Capital Light Compounders, as well as an investment idea and annual letter that exemplify some of these concepts.
Low / No Moat: Companies that may be perfectly well run and sell good products / services, but which do not exhibit characteristics that prevent other companies from competing away there profits if they start earning attractive returns.
Pat developed Morningstar's economic moat ratings, as well as the methodology behind Morningstar's framework for analyzing competitive advantage.
It's always good to know whether a business is durable, good, has a wide moat, etc..
People will convince themselves that patents are a moat for some tech company, but they often don't have as consistently good returns on capital as a restaurant.
Well, a partial moat, anyway.
There's no better introduction to the Jack's Wife Freda cookbook's peri peri repertoire than the sweetbreads (cow brain soaked in milk and garlic, then battered and fried), immersed in a moat of rich, spicy, peri peri gravy.
The team lacks confidence now, everyone is jittery and so prone to mistakes... strikers missing chances they will put away with their eyes close, defenders trying too hard not to make mistakes and then end up doing just that, the midfield does it best impression of «who can have moat possessions and do eff all with it», the manager is confused, jaded and out of ideas....
If Westbrook were gone tomorrow, the rookie Ryan Moats could replace him and play very well.
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.
Try out the tips and workout above, and provided that you follow a good diet along with it just limiting yourself to cheat meals on Christmas day and New Years Eve, you should avoid the catastrophic effects that the holidays leave behind in moat people.
The dragon has unexpected depths of emotion, the damsel, voiced as a slacker by Cameron Diaz is a feisty little ninja who» s read one too many romance novel, and the moat, well it is filled with lava, but that» s not important.
«However, conditions were harsh as Osaka Castle lost its secondary and tertiary enclosures, as well as its inner and outer moats, leaving just the main enclosure for the defeated.
Dr Louisa Moats, LDA's AJLD Eminent Researcher Award, has contributed widely to reading and spelling instruction knowledge, writing extensively on the importance of code - based literacy instruction and better teacher preparation.
Louisa Moats, a well - known expert in the reading field and former member of the IDA Board of Directors, spearheaded the compilation of the Knowledge and Practice Standards, chairing a committee of experts that included Suzanne Carreker, Rosalie Davis, Phyllis Meisel, Louise Spear - Swerling, and Barbara Wilson.
The moat started to fill with water from below, welling up over her hands to her wrists.
Minds work best when they are like castles, when there is a moat, and defenders at the ready to deal with deceivers with arrows and boiling oil.
Firms can also have smaller moats based on branding, a long history of customer satisfaction, a good distribution network, or some other factor.
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.
You don't have to buy every stock in its list — and you certainly don't have to sell a good stock simply because MOAT sold it.
You definitely need fewer opportunities with buying good profitable businesses with deep moats.
But I consider MOAT one of several good screeners to get you started in your research.
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.
The companies in this list are well known with strong brands and large moats, but this does not necessarily mean they will strong dividend growth over the next decade.
Companies who are well protected by a moat often possess pricing power, too.
We will review past annual reports, read conference call transcripts, research competitors, watch YouTube videos, and do anything else to better understand a company's economic moat.
Quality Investing means finding companies with good management, stock balance sheets, an economic moat, consistent dividends, stable earnings, efficiently operated, and in the right time of its enterprise life cycle.
means finding companies with good management, stock balance sheets, an economic moat, consistent dividends, stable earnings, efficiently operated, and in the right time of its enterprise life cycle.
These characteristics are good management, a strong balance sheet, an enterprise lifecycle on the upswing, an economic moat, a sound dividend policy, stable earnings, and efficient operations.
SRE's yield is 18 % higher than its 5 - year norm, it ranks fourth in both recent DG and 5 - year average DG, it is undervalued relative to Morningstar's FVE and its 5 - year P / E ratio, and it gets good marks for moat, safety and credit.
Well - run, high quality company with strong brands and wide moat.
Pat developed Morningstar's economic moat ratings, as well as the methodology behind Morningstar's framework for analyzing competitive advantage.
First, I applied the method to a business model which is suited to that method (easy to understand, moated businesses, with a dominant market position and strong long - term growth prospects derived from both business volume growth as well as realisation growth).
If the moat is still enduring and I still love the management, then I'd sell it only if I found something significantly better in terms of expected returns.
This expands the moat of companies that have good relationships with customers and that provide many different products.
That is, if the business is delivering far poorer performance than what you had envisaged earlier, and that performance is likely to continue because the moat is impaired, then your original model needs to be re-worked and it may well turn out to be the case that you should sell the stock.
That something significantly better could be another moat business which has also passed the management quality tests and, at its current asking price, offers a significantly better expected return.
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.
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.
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