MI165: Is FAANG the New Value? w/ John Huber
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Importance of Durability in a Business
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.
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