Invest like the best

A podcast I listen to frequently is “Invest Like the Best” by Patrick O’Shaughnessy. I highly recommend the last episode with Connor Leonard. A lot of discussion around business moats, and companies with business models like the stocks favored here, he calls them capital light compounders.

One thing he mentions is to pick and focus on 3-5 metrics of a business to determine if the business is maintaining/expanding its moat/competitive advantage.

Jimbo

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Thanks for the tip.