On this episode of Chit Chat Stocks, we go through the work of Pat Dorsey, who focuses on analyzing moats and competitive advantages. We discuss:
(11:02) Exploring Intangible Assets
(24:32) The Importance of Switching Costs
(33:53) Unpacking Network Effects
(46:58) Economies of Scale and Cost Advantages
(54:05) Analyzing Pat Dorsey's Portfolio
(01:05:12) Key Takeaways from Pat Dorsey
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Chit Chat Stocks