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.
While this new technology is still developing, one thing is becoming apparent: Alexa is strengthening Amazon's
moat in nuanced ways.
A business may have factors that may create
a moat in the future, but the best test for a moat is in the end mathematical.
But, Quan and I both knew Netflix was cheap and it was going to have a wider
moat in 5 years than it did in 2012.
This isn't a super cheap value stock by any means, but as a very obvious leader in the space, with
a moat in the form of unmatched distribution, long - term shareholders are unlikely to frown at the company's performance over the long haul.
There really is no enduring
moat in this race; just look at the broadcast networks!
With a P / E ratio below its historic norm and a massive
moat in telecom, I like the company's chances.
Are they doing things that will increase the size of the business's
moat in the long run or are they doing the reverse?
Last I checked, Facebook still had an unassailable
moat in its particular niche of the social media world, which consist of photo sharing and social networking.
When Jamal goes into
the moat in pursuit of a golden medallion, he surfaces from a fetid stew in a never - never land where the plain protagonist becomes the keystone in a kingdom - wide intrigue.
When they took a sediment core from a lake originally created as part of
a moat in the Danish capital of Copenhagen, they found centuries» worth of dirt, refuse and pollution particles, with the earliest mud layer dating to 1649.
Wind vortices blowing across the crater slowly formed a radial
moat in the sediment, eventually leaving only the off - center Mount Sharp, a 3 - mile - high peak similar in height to the rim of the crater.
The former agriculture minister made perhaps the most infamous expenses claim when he put in a bill which included the cleaning of
his moat in his country estate, and was awarded the dubious honour of being the first MP to step down over the scandal.
This model gives them a huge
moat in the space of talent acquisition, growth and headhunting.
After all, this is business with a wide economic
moat in a «winner take all» industry.
Other athletes use their dogs to erect stockades, garrisons, barbed - wire fences,
moats in which the dogs themselves serve as the alligators... and some athletes, like Kenny Norman of the Atlanta Hawks, assign their dogs the intricate task of enforcing a policy of exclusion while at the same time setting the standard for admission.
-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-...]
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.
It's become fashionable to talk about
moats in investing as an analogy for sustainable competitive advantages.
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.
Dividend Tree presents Dividend Investing and Businesses with Moat posted at Dividend Tree, saying, «In general, companies with
moats in their business are very good dividend growth providers.
You keep believing that there's a «conservative» case for this widening of economic
moats in favor of entrenched interests.
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.
«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.
In fact, by investing in its own fleet, Uber will have done exactly the thing Justin Fox knocks it for not doing now: spending its billions on something that represents a meaningful defensive moat to would - be competitor
In fact, by investing
in its own fleet, Uber will have done exactly the thing Justin Fox knocks it for not doing now: spending its billions on something that represents a meaningful defensive moat to would - be competitor
in its own fleet, Uber will have done exactly the thing Justin Fox knocks it for not doing now: spending its billions on something that represents a meaningful defensive
moat to would - be competitors.
Meanwhile, Frontier's interest
in maintaining monopolistic
moats became much larger following its troubled takeover of former Verizon fiber - optic networks
in California, Florida, and Texas earlier this year.
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 secon
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 secon
in view and only 28 percent are fully on screen for more than one second.
«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.»
Learn the number of wide
moat stocks and Gold rated funds that are currently
in your portfolio.
Warren Buffett buys investments with «economic
moats»
in order to earn safer, higher returns.
Dividend Growth Investing is an income strategy of investing
in companies that have a barrier to entry (large
moat) and consistent history of increasing dividends by a rate higher than inflation.
Brookfield also has such a huge economic
moat — their expertise
in the management of real assets has led to a substantial competitive advantage.
He is
in search of the protective «
moat» that shelters Buffett's creation from competitors seeking to increase their market shares.
Costco has supply side scale economies of scale that help create its
moat, but it is not even the only warehouse club
in terms of market share.
I thought I'd share that letter here: Saber Capital Investor Note: «Most Important
Moat» (6/13/2017) In the note, I outline why I think that when you're evaluating the durability of a company's moat, it's critically important to consider the value of a company's product from the customer's perspect
Moat» (6/13/2017)
In the note, I outline why I think that when you're evaluating the durability of a company's
moat, it's critically important to consider the value of a company's product from the customer's perspect
moat, it's critically important to consider the value of a company's product from the customer's perspective.
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 asset
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 asset
in fast - depreciating assets.
In this suggestion, it's again often compared to the competitive
moats enjoyed by fellow FANG companies Facebook and Google.
The company's drop
in margins made us slash our estimates for the year and diminish our overall thesis, as it was one of the first signs that the company's niche economic
moat is penetrable.
If Netflix's spending on content today creates a lasting
moat against competitors, its investment
in original content is money well spent.
It builds a big
moat around ESPN
in terms of competition.
The no -
moat firm,
in this example, is generating more value for shareholders than the firm with sustainable and durable competitive advantages.
You better have a strong a
moat, and a knight
in that castle that knows what he's doing» Warren Buffett
The problem with using solely an economic
moat framework to assess businesses becomes readily apparent
in the above example.
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).
In this particular example, however, the moaty firm's total economic value creation (area of blue curve), in absolute and in present value terms, is significantly less than that of the no - moat firm (area of red curve), as calculate
In this particular example, however, the moaty firm's total economic value creation (area of blue curve),
in absolute and in present value terms, is significantly less than that of the no - moat firm (area of red curve), as calculate
in absolute and
in present value terms, is significantly less than that of the no - moat firm (area of red curve), as calculate
in present value terms, is significantly less than that of the no -
moat firm (area of red curve), as calculated.
In present value terms, the moaty firm generates less than half the economic profit of the no -
moat company.
The bitcoin
moat is being built even wider by Bitcoin Lightning Network, which was released this week both increasing speed and resulting
in dramatically lower fees.
The five primary factors which can help create a
moat, either alone or
in combination with other factors, are as follows:
- An economic
moat is the advantage one business has over others
in its field.