

Quality Moats: 7Investing's Matt Cochrane on investing in high-quality, wide-moat, growth stocks with Tobias Carlisle on the Acquirers Podcast
Sep 6, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
How to Find Value and Growth in the Same Investment?
01:42 • 4min
The History of Business Is the History of Motes Being Crossed, Given Enough Time
05:27 • 3min
Pay Pal
08:21 • 5min
Is There a Tension Between the Management and the Economic Characteristics of the Business?
13:23 • 2min
Is There Something in the Water at Microsopt?
15:35 • 3min
Investing in Semi Conductor Chips at Home?
18:27 • 5min
Treet Printing - My First Real Introduction
23:15 • 1min
The Ast Curve of Adoption of Technology
24:28 • 3min
How Do You Make Money Out of the Stock Market?
27:04 • 2min
Are These Storm Clouds Like You Can See Like the Sun?
29:12 • 4min
You Know, You're Going to Have Those Drawdowns
33:28 • 2min
Does Valuation Matter?
35:39 • 4min
Palanteer Platform
40:00 • 5min
How Do You Find the Best Micro Cap Stocks for Your Portfolio?
45:08 • 2min
Is There a Problem With Diversifying Your Portfolio?
47:07 • 3min
Value Investing - Is Time on Your Side?
49:40 • 4min
Seven Investing - What's the Hat?
53:58 • 3min