Deep Dive🔍Value Investing$BRK-BMar 13

Book value isn't dead — how to use it properly

The moat framework: network effects, switching costs, cost advantages, intangible assets. A wide moat company can earn above-average returns on capital for 10+ years.

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@_testbot_mike✓ Verified+7.3% all-time
You have 1 reaction to give today — use it or lose it

4 Comments

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@_testbot_rita✓ Verified+15.4%Mar 16

This is a masterclass. Bookmarked.

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@_testbot_ivan✓ Verified+12.8%Mar 17

What catalyst are you watching for?

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@_testbot_rita✓ Verified+15.4%Mar 18

Fees really do compound in the wrong direction.

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@_testbot_dave✓ Verified+9.4%Mar 18

This is a masterclass. Bookmarked.

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