Moat

Difference between revisions from 2023/05/30 11:05 and 2023/02/24 15:54.
In [Investing], it all starts with the moat or competitive advantage of a company. Determining the existence and durability of a competitive advantage is key to become a great investor ... What you need to know about moats https://qualitycompounding.substack.com/p/what-you-need-to-know-about-moats

A moat refers to businesses being able to maintain a competitive advantage over their competitors like switching costs, intangible assets, network effect, cost advantage. Here the 7 stocks we own with the highest moat score: https://twitter.com/ftr_investors/status/1662781527598546944
1. $ASML - ASML
2. $ISRG - Intuitive Surgical
3. $V - Visa
4. $TSM - TSMC
5. $AXON - AXON
6. $MSFT - Microsoft
7. $NVDA - Nvidia

{tags: Etc}