Sentences with phrase «moat business»

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.
• Wide - moat business model based on low prices for customers, very low cost structure, numerous stores, and long - standing low - price reputation.
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.
You ask about when will I sell a moat business.
On the other hand, a scalable moat business is like the Jaguar.
The Moat Report Asia is a monthly in - depth report highlighting an undervalued wide - moat business in Asia with an innovative and resilient business model to compound value in uncertain times.
• Wide - moat business model based on low prices for customers, very low cost structure, numerous stores, and long - standing low - price reputation.
• Narrow - moat business model.
But, wide - moat businesses caught up in a decline in the overall stock market, their industry, etc. may be cheap in part because it's so easy to dump the shares.
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 investing.
Subscribe to Avoid Pitfalls When Navigating the Asian Capital Jungle in Search of Wide - Moat Businesses.
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).
He is also managing partner at ValueQuest Capital, a New Delhi - based investment advisor whose philosophy is rooted in investing in moated businesses.
• Dominant wide - moat businesses with Windows and Office.
Of equal importance, if you can recognize no - moat businesses that are being priced in the market as if they have durable competitive advantages, you'll avoid stocks with the potential to damage your portfolio.
But, wide - moat businesses caught up in a decline in the overall stock market, their industry, etc. may be cheap in part because it's so easy to dump the shares.
Facebook and Google are ultra-wide moat businesses.

Not exact matches

«We see investors focused on the widening moat that NFLX is creating with its business (faster subscriber growth on the back of original content push).»
«The companies that are going to be able to withstand this are the ones that have a sort of moat around their businesses,» he said.
«Investments in mobile search, mobile cloud, location - based services and consumer produces like mobile games are helping to build a moat around Baidu's business
Precision's highly specialized parts for airplane makers gives the company a «business moat,» a protection from competitors, that Buffett has said he looks for.
Can great management or better business execution create a moat?
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 problem with using solely an economic moat framework to assess businesses becomes readily apparent in the above example.
After all, this is business with a wide economic moat in a «winner take all» industry.
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.
CVS should thank their stars they're being provided a rare opportunity through this temporary exit of Amazon, to build a moat around their business.
Musk arguably has a narrow moat, with venerable global competitors breathing down Tesla's neck across the broadening business lines of Tesla Inc..
- An economic moat is the advantage one business has over others in its field.
Rich Barton is very similar in his ability to know whether (1) the customer's problem is real and significant enough that they will pay for the solution, the market is big, and that there is a business model with a potential moat.
It is that difference which can create a moat for a business.
I believe that the companies listed below represent most of the dominant firms on the planet, with business models and economic moats that lend themselves favorably to buy - and - hold investing.
A Reinvestment Moat company has the strong competitive advantages around their core business as seen in the Legacy Moats, but their market is not yet saturated and the company has the ability to reinvest the cash they generate into growing.
• High quality company with a solid business model, wide moat, and excellent credit rating.
The content for Bud Labitan's Moats: Competitive Advantages Of Buffett & Munger Businesses book is now complete.
This is the fourth in a series of articles highlighting dividend growth companies that have large and durable economic advantages, or «moats», that protect their business operations and allow years or decades of strong profitability.
To me, that actually indicates business strength of the sort that supports Morningstar's Wide Moat rating: Grainger is strong enough to create pricing pressure in the market in a bid to squeeze competitors and gain market share.
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.
This feature is something we find highly attractive in the businesses we own and leads us to the moat type that is most prevalent in our portfolio...
Sponsored by: Center for Value Investing and Investor Academy Location: Guiollettstraße 14, 60325 Frankfurt am Main 08:00 a.m. - 08:30 a.m. Registration and Welcome Tea 08:30 a.m. - 09:30 a.m. Robert Miles, Author & Conference Organizer & Host [USA] Topic: «The Warren Buffett Manager: Making Investments In The Right Partner» 09:30 a.m. - 10:30 a.m. Hendrik Leber, Managing Director, Acatis [EUROPE] Topic: «How to Value a Business» 10:30 a.m. - 10:45 a.m. Mid Morning Tea 10:45 a.m. - 11:45 p.m. Patrick Dorsey, Author & Director of Equity Research, Morningstar [USA] Topic: «Using Economic Moats to Improve Investment Returns» 11:45 p.m. - 12:45 p.m. Alexis Eisenhofer, Founder and Director, ATACAMA Capital [EUROPE] Topic: «Criteria for Selecting Stocks With Substance: Consider the Value Premium and Value Timing» 12:45 p.m. - 13:45 p.m. Conference Lunch 13:45 p.m. - 14:45 p.m. Prof. Max Otte, Author, Professor and Lecturer [EUROPE] Topic: «The Fallacy of Growth and How to Test for Franchises» 14:45 p.m. - 15:45 p.m. David Pastel, Founder & CIO, Pastel & Associés [EUR] Topic: «Margins of Safety: The Concept with a Thousand Faces.
It's always good to know whether a business is durable, good, has a wide moat, etc..
One key feature I look for is companies with a strong «moat,» or barrier to entry, that can make it difficult for competitors to threaten their business — for instance, a business that operates in a very specific niche or that possesses a strong competitive position.
And the rhetoric is gonna be mighty loud, Jeremy, and dig a bigger moat all around the traditional church and its businesses!
Building moats instead of finding new billion dollar in profits a year businesses.
To paraphrase what Buffett once said, banking is a business with numerous commodity like aspects (they all sell the same basic service), but yet it also is a business where certain banks can develop a moat (a durable advantage over their competition).
As Warren Buffett might put it, we are trying to determine the size and depth of the «moat» that exists around the business franchise.
On the other hand, a large number of businesses have tiny moats that are easily crossed by competitors.
Buffett likes to use the concept of a moat to describe the quality of a company and its ability to defend itself from other businesses.
DIS has such a unique position and broad economic moat, its diversification and healthy financials make it an extremely stable business.
Currently there are 50 stocks that make the cut, all of which are high quality, have large moats that have allowed them to continue to prosper during all points of the business cycle, even raising dividends during times of recession.
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