MI201: Investing in Tech Companies (Mini-Episode)
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Key to Investing Is a Strong Mote
In buffet's world view, every enterprise is a kind of economic castle. Only businesses with some sort of mote will prosper, rather than merely survive. If you determine that the mote is not strong, then that's an easy company to check off your list. Bad business won't make a great long term investment, no matter how cheap it is. Adam has what he calls his b mp check list, which stands for business management and price. On the business side, adam is looking for companies that have a low market share in a large and growing market. High switching costs are definitely a good sign, havi, a first mover advantage is another good sign. An one i
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