We Study Billionaires - The Investor’s Podcast Network

TIP524: Four Wide Moat Stocks for 2023

Feb 14, 2023

56:34

Highlights

AI Chapters

Episode notes

Security Analysis: S&P Global

01:24

Amazon E-Commerce

01:14

Sherwin Williams - A Great Company to Work For

02:08

What Is a Moat?

02:25

Introduction

3min

What Is a Moat?

4min

The Rise of Technology and the Stock Market

3min

Alphabet and Google Search - A Winner Take All Industry

3min

Get Your Business a Payroll Tax Refund

3min

Alphabet Search Is a Great Business, but Has Its Fastest Growing Businesses?

2min

Google Is a Toll Bridge to the Information Superhighway

5min

Amazon - The Best Investment Decision Ever

2min

Is There a Shift in Value Investing?

4min

10.

Amazon E-Commerce and the Growth of Amazon Prime and Third Party Seller Services

4min

11.

The Investors Podcast - We Study Markets

2min

12.

The Scaled Economy Share

5min

13.

The Investors Podcast - Alphabet and Amazon - Part 3

2min

14.

SPGI Is a Data Provider and Market Intelligence Provider

6min

15.

Sherwin Williams - A Great Company to Work For

2min

16.

Sherwin Williams Is a Quality Company Trading at a Premium Price

3min

17.

Sherwin Williams's Network of Stores Gives It an Edge

5min

18.

Millennial Investing by the Investors Podcast Network

2min

On today’s episode, Clay breaks down four wide moat stocks to be considered for 2023. If you’ve been following along with the show for quite some time, you know that Warren Buffett loves companies with wide moats. These are the companies that are most equipped to handle the constant disruption occurring in the capitalistic marketplace.

However, even some of the widest moat and highest quality companies can be a poor investment if you pay too high of a price, so I also brought that into consideration when selecting these four companies. If you enjoy learning about individual stocks and what makes a great company, you won’t want to miss this great episode.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:58 - What it means for a company to have a wide economic moat.

03:53 - Why a wide moat is critical to assess and succeed as an investor.

05:03 - Why technology companies offer some of the most attractive opportunities for value investors.

09:42 - Why Clay believes that Alphabet and Amazon offer good value in today’s market.

26:54 - Why Amazon is a “forever hold” for legendary investors like Nick Sleep and Bill Miller.

38:58 - What super investors have taken positions in Alphabet and Amazon.

43:20 - What makes S&P Global and Sherwin Williams both companies with very strong moats.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Adam Seessel’s book: Where the Money Is.
Listen to John Huber chatting about Amazon on Millennial Investing, or watch the video.
Security Analysis Newsletter.
Check out our takeaways from Warren Buffett's Shareholder Letters. Watch the video here.
Don’t miss Clay’s review of The Education of a Value Investor by Guy Spier. Watch the video here.
Follow Clay on Twitter.

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