AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
10min chapter
The End of the Mickey Mouse Moat?
Motley Fool Money
Evaluating Winning Companies in Your Portfolio
This chapter focuses on evaluating a winning company in your portfolio by comparing its current state against your original investing thesis, looking for signs of continued growth and opportunity, and maintaining a durable advantage and customer connection. It also discusses the concept of total addressable market using examples like Uber and Duolingo.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode