This time the most interesting content I stumbled over includes: QDT, UMG, Japan, EM value, moats, trading platforms, …Continue reading “Food for Thought #32 // Links🔗”
This time the most interesting content I stumbled over includes: Roblox, value factor, moats, a bank, cyclical vs structural trends, WD-40 …Continue reading “Food for Thought #31 // Links🔗”
This is part six and at the same time the last piece of my series on banks, for the time being. In this post I will do a quick recap of the series and take a look at my learnings.
More important for you: I analysed a company I had on my to-do-list for some time now …Continue reading “I looked at the Banking Industry and I invested in this Asian company! (Silverlake)”
Moats were useful in ancient times to defend a castle from adversaries. It is defensive work that makes it harder for attackers to infiltrate the caste. (Economic) Moat is an expression used in the domain of value investing describing specific features protecting a business from competitors.Continue reading “My initial Thoughts on Competitive Advantages and Economic Moats”