Books on Moats & Competitive Advantage


Books, Competition, Moat, Strategy

I have always interested to find out what makes a company tick. Why some companies succeed while others fail? What enables a company to grow continuously for decades when others fail to maintain that even for a few years. Is it management? The nature of the industry? The products a company offers? Or is it […]

March 30, 2019

The 7 Moats of Quality Companies


Competition, Moat, Strategy

Why is the reason that some companies can grow their business at a high return for decades while others failed to do so or falter after a few years of outstanding growth? What separates them? Is it because of the management? Or is it something else? More importantly, what is the commonalities amongst these high […]

March 5, 2019

Investing for The Time Poor


Leverage, Margin of Safety, Moat, Time

Not everyone has the luxury of time to read 500 pages of annual reports, industry publications, and newspapers daily to find new ideas. We have family and career obligations yet aspire to manage our own investments over passive investing or managed funds. Some would opt for paid services that filter or recommend stocks that shorten […]

June 28, 2017

Great stocks = Less risk = Less return


Moat

Great stocks — those with proven record of compounding return at a satisfactory rate for a long period of time tend to be relatively unpopular within the investment community. The common perception is that they are unlikely to provide a satisfactory return for investors because of a few reasons namely: High P/E It has been priced in […]

January 23, 2017