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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
Berkshire Hathaway Inc. Annual Report 2024
An annual shareholder letter from Warren Buffett discusses Berkshire Hathaway's performance, investment strategy, management perspectives, company developments, mistakes, and updates on key businesses, emphasizing a long-term approach to capital allocation and growth.
berkshirehathaway.comThe 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
Morningstar's moat framework will make you a better investor: https://t.co/5AmiJJdmFU