Buffett is widely known for looking for businesses with an almost unpenetrable mo, which ensures that the company's revenues and free cash flows are sustainable. What are some things we should look for in a business to ensure that a company has a strong mo and a durable long term competitive advantage? Durability is one of the things. It's top of my list when I think about,. I sort of have a four or five point check list that's very general, but durability is at the top of that list.
IN THIS EPISODE, YOU’LL LEARN:
06:57 - How retail investors can have an edge over other investors in the market.
10:08 - How watching sports has helped John become a better investor.
16:04 - What to look for in a company to determine if it has a strong moat and competitive advantage.
32:11 - The three factors that go into a stocks overall investment return.
46:50 - John’s thoughts on portfolio allocation and selling winners.
46:50 - What led John to recently make Amazon his biggest position in his portfolio.
56:05 - Whether John considers the company’s impact on society when forming his investment thesis.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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