Sentences with phrase «on moats»

Amit's style of value investing is quite distinct from mine (he focuses on net asset values, I focus on moats).

We have gotten together for the last three weeks to discuss the practice of investing, primarily in the Buffett / Munger framework with an emphasis on Moats more so than the Graham / Dodd cigar butts.

You now focus on moats and would pay up for quality.

Michael Mauboussin, in what is arguably the best essay ever written on moats put it this way, «Companies generating high economic returns will attract competitors willing to take a lesser, albeit still attractive return, which will drive aggregate industry returns to opportunity cost of capital.»

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.

Thank you so much for putting my questions on moats across to Prof. Bakshi..

I think that there's a great need to synthesize the ideas of Munger, Buffett and Dorsey on moats and Porter on competitive advantage.

You can count, though, on the moat of the Mayo Clinic to endure, even though you can't name its CEO.»

so what's your opionion on our moat recent implosion, because you were confident this squad has the mental strength and character to win it, what happened to that school of though then?

Evening optional Angkor Gondola on the moat of Angkor Thom (# 15).

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).»

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.

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 competitors.

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 second.

Providence's investment comes on the heels of Oracle's acquisition of Moat, a digital measurement company known for its role as an independent third party hired to measure ads across platforms like Facebook, YouTube and Snapchat.

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.

If Netflix's spending on content today creates a lasting moat against competitors, its investment in original content is money well spent.

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

[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 [Aeon]

• Wide - moat business model based on low prices for customers, very low cost structure, numerous stores, and long - standing low - price reputation.

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.

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.

Many of the attendees were actually making trades on their Blackberry's as their guru spoke in tongues of sub prime lenders with supposed «moats» (durable competitive advantages) Finally, after 2 1/2 hours Chew lost his mind and after savagiung the false profit, began eating his young wannabe's.

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.

The bullish case for Wayfair Inc (NYSE: W) is based on the belief the online furniture retailer is building a large enough moat and can generate sufficient operating leverage to become highly profitable.

But if interest rates increase, it'll be a wide moat stock on a trajectory to return an excellent 10 % a year.

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.

When the doughnuts are perfectly puffed up, they're gently dumped into a moat of hot vegetable shortening where they float on one side until golden brown, and then the machine flips them over to cook the other side.

As if that weren't enough, the dishes were served on little boats that floated down a table «moat» to guests including Liv Tyler, Naomi Watts, Kristen Wiig, Stephanie Seymour, Jason Sudeikis and Anna Wintour.

No moats on my plate!

But let's face it, by the time the unheralded Bowen took her celebratory plunge into the moat by the 18th green on Sunday, the LPGA's biggest names had already muddied the waters.

The players that can be seen on the board are Darrelle Revis, Nolan Carroll, Arthur Moats, Rex Grossman, Andrew Hawkins, Julian Edelman, Ben Tate and Alterraun Verner.

At first I thought the gorilla had been meticulously potty trained to poop into the moat, making the collection easier for the zookeepers in training who enter the zoo hierarchy on the bottom rung as poop - picker - uppers.

We were never in danger of getting hit by the new 50p top rate of income tax, and I don't remember MPs» staff getting their moats cleaned on expenses, yet IPSA has nonetheless inflicted an effective pay cut on people who were already on relatively low pay.

And if you insist on characterising all 50,000 protesters (some of whom were academics) as rioting students then why not use the same reductionist metonymy to characterise all cats as grey or all Conservatives as the owners of moats and duck houses?

The change comes as members of the British Parliament are under fire for spending huge sums of taxpayer money through their public accounts on such expenses as cleaning a moat and having light bulbs installed in their homes.

And, referring to Mr Clegg's expenses claim for a cake tin, Mr Cameron said: «Frankly, Nick, we all had problems with this, whether it was moats or politicians claiming on phantom mortgages or kitchens and cake tins.

Hogg, former Tory MP for Sleaford and North Hykeham, caused public outrage after claiming # 2,200 from the public purse to clean the moat on his country estate.

MacShane had previously written an article for The Guardian in which he played down the expenses scandal, writing, «There will come a moment when moats and manure, bath plugs and tampons will be seen as a wonderful moment of British fiddling, but more on a Dad's Army scale than the real corruption of politics.»

The ironING lady: «Cost - conscious Margaret Thatcher offered to pay for an ironing board for No 10 after becoming PM... She insisted on using her own household items because she feared political enemies might spark an expenses row over refurbishment work... Her prudent attitude is in contrast to MPs» claims for items like moat cleaning that shocked Britain in the expenses scandal in 2009.»

On the Ring Road, another Stalinist creation, an eight - lane motorway that surrounded the city center in an asphalt moat, the dozen limousines and chase cars turned north, breezing past block after block of leviathan government buildings that heralded the new Moscow.

By June, the archaeologists realized they'd stumbled on their buried treasure: the makings of a classic European fort, complete with a moat.

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.

All the profiles you see on this page are eHarmony singles from around New Moat who we're already helping to discover a more meaningful online dating experience.

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

Although recent research on reading is incorporated into some programs, work by Louisa Moats, Jeanne Chall, and Marilyn Adams — whose books and articles have been referenced frequently and used to support conclusions by the NRP and NRC — is rarely required.

Dr. Moats received her doctorate in reading and human development from the Harvard Graduate School of Education and is widely published on reading instruction, the professional development of teachers, and the relationship between language, reading, and spelling.

Louisa C. Moats, Ed.D., is a nationally recognized authority on literacy education and is widely acclaimed as a researcher, speaker, consultant, and trainer.

Dr. Louisa Moats is a nationally recognized authority on literacy education and is widely acclaimed as a researcher, speaker, consultant, and trainer.

Dr. Moats has been a teacher, psychologist, researcher, graduate school faculty member, and author of many influential scientific journal articles, books, and policy papers on the topics of reading, spelling, language, and teacher preparation.