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#5 Brilliant & Mohanraj: Moats Matter

Investing by the Books

CHAPTER

The Biggest Luxuries in This Job?

Most of the week is unscheduled, when i'm not travelling. I like to travel a lot on work and meet companies, but tats, you know, it's become zoo meetings now. So waiting for the day when i can do that. What i miss is a meeting fellow investers - they are very helpful if you find likhe minded investers. A, in just kind of learning things that, you know you might have missed. And especially the period between earning season is really the fun period when you can start looking at new things outside the portfolio. But y intm, thof axes. We get a lot of axes.

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