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๐Ÿ‹๏ธ Fantastic moats (and where to find them)

In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask dives deep into finding, identifying and researching a company's competitive advantage, otherwise known as "moat".

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In this Investor Bootcamp episode on The Australian Investors Podcast, Owen Rask dives deep into finding, identifying and researching a company’s competitive advantage, otherwise known as a “moat”.

Download Owen’s Investor Bootcamp training manual:ย https://bit.ly/rask-analyst

Listen to The Australian Investors Podcast right now

Video version available now on Rask’s YouTube channel

Topics covered include:

  • What is a moat?
  • Morningstar’s 5 moat ratings:
    • Network effects
    • Efficient scale
    • Intangible assets
    • Cost advantage
    • Switching costs
  • Where wide, narrow and no moat companies are found
  • How moats are measured (ROIC – WACC)
  • Why the airline industry sucks… capital away from investors
  • How dominant wide-moat companies likeย Microsoftย orย Xeroย can grow more powerful as they grow

Some of the companies mentioned include:

If youย โค๏ธ this episode, youโ€™ll LOVE our series. Episodes go live every Saturday at 7 am and Wednesday arvo.

We air an interview with an Australian or international investing expert every Wednesday, and Q&A every Saturday! Subscribe below ๐Ÿ‘‡

Podcast resources

  • Please see the Investor Bootcamp for images & graphics
  • Book:ย Gorilla Game: Investing in High Technology
  • Books from Porter:ย Competitive Strategy (1980), Competitive Advantage (1985) andย Harvard Business Reviewโ€™s 10 Must Reads โ€“ On Strategy
  • David Gardner Snap Test
  • Owen’s Value Investor Program
Which tools are your favourite? Let us know:
Owenโ€™s Twitter:ย https://twitter.com/owenrask
At the time of recording Owen owns shares of Apple & Xero.

SAy g'day to these ๐Ÿ‘‡

The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you donโ€™t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read ourย Terms & Conditionsย andย Financial Services Guide before using this website.

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