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#5 Brilliant & Mohanraj: Moats Matter

Investing by the Books

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How Do Motes Show Up in the Numbers?

The redi rating is based on business, financial and people. We will discuss both how a mode can show up in the numbers, but as well from studying the characteristics of the business and the industry. As an emerging mode can be shown in the qualitative side, but not yet show up inthe numbers. The book also has one chapter about the trance, how these competitive advantages are increased or decreased. It's also covering stewardship like capital allocation, and the managers, who are they and how are they treating the company? And also about valuation and portfolio strategy and son so but from the framework of readi quality rating.

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