#5 Brilliant & Mohanraj: Moats Matter

1

Introduction

00:00 • 2min

2

How Do Motes Show Up in the Numbers?

02:11 • 2min

3

Diamond Hill Capital Management

04:32 • 2min

4

Diamond Hill Investing Strategy - What's the Difference?

06:08 • 6min

5

How to Deal With the Bias at Diamond Hill?

12:06 • 5min

6

How Does Our Long Term Estimate an Intrinsic Value Change?

16:36 • 2min

7

Morning Star's Investing Philosophy Podcast

18:13 • 4min

8

Network of Fact Is the Fourth Mote Source

21:56 • 5min

9

Diamond Hill

26:39 • 4min

10

Investing for the Future

30:27 • 3min

11

What's the Comparative Advantage?

33:01 • 2min

12

Investing in a Depot

35:06 • 5min

13

How to Beat the Market in Diamond Hill?

39:53 • 3min

14

Investing in Long Term Perspectives

42:57 • 2min

15

Investing in the Nordic Sector?

44:30 • 2min

16

The Advantages of Unilever Brands

46:44 • 2min

17

The Blackberry Stock

49:05 • 5min

18

Capital Alocation Slash Management

54:03 • 6min

19

Is the Vonroyd a Monopoly in the Space A?

59:53 • 4min

20

Capital Allocation

01:03:41 • 5min

21

Do You Have a Competitive Advantage?

01:08:15 • 5min

22

How Do You Manage Your Days?

01:13:29 • 4min

23

The Biggest Luxuries in This Job?

01:17:19 • 2min

24

How Much Time Do You Spend Reading in a Day?

01:19:13 • 3min

25

How Much Do You Read in a Week?

01:21:51 • 3min

26

Do You Read for Learning?

01:24:40 • 4min