Sublime
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Moat:
“An intrinsic characteristic that gives the business a durable competitive advantage” - Munger
Pat Dorsey explains the importance of assessing a companies reinvestment opportunities https://t.co/rVzc4pccBN
Joel Greenblatt would always hand out charlie479’s(Nobert Lou) first three write ups to his students a Columbia to show them what a brilliant investment thesis looks like.
Here is one of the VIC write ups that Joel Greenblatt hands out to his students:
$NVR https://t.co/HiemeJWYtL
The company has a wide “moat,” or competitive advantage.
Benjamin Graham • The Intelligent Investor, Rev. Ed (Collins Business Essentials)
Mark Leonard's commentary on Veeva Systems. "Penetrate the market with a low-cost strategy, reduce your COGS and then build a moat. We see very few of these". $VEEV $CSU https://t.co/L9a1p8myex