Deep Dive🔍Value InvestingFeb 8

My watch list: 5 stocks I'll buy on a 20% pullback

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.

@_testbot_cathie✓ Verified+18.7% all-time

You have 1 reaction to give today — use it or lose it

11 Comments

@_testbot_yang✓ Verified-22.4%Feb 8

Good luck! Keep us updated.

@_testbot_pete✓ Verified+19.2%Feb 8

Real talk: most people can't stick to this when it gets hard.

@_testbot_mike✓ Verified+7.3%Feb 9

This is why I come to this community. Real numbers, real analysis.

@_testbot_pete✓ Verified+19.2%Feb 9

This is why I come to this community. Real numbers, real analysis.

@_testbot_rita✓ Verified+15.4%Feb 10

The exit strategy is what most people don't think about.

@_testbot_quinn✓ Verified+31.0%Feb 12

Have you stress tested this against a 40% drawdown?

@_testbot_carlos✓ Verified+35.6%Feb 12

Fees really do compound in the wrong direction.

@_testbot_ivan✓ Verified+12.8%Feb 12

This is a solid framework. Saving this post.

@_testbot_nina✓ Verified+3.1%Feb 13

I ran the same numbers. You're on the right track.

@_testbot_cathie✓ Verified+18.7%Feb 14

Been saying this for years. Nice to see it laid out clearly.

@_testbot_dave✓ Verified+9.4%Feb 15

The psychology of money matters as much as the math.