Pat Dorsey: Why moats matter?

preview_player
Показать описание
Pat Dorsey is the founder of Dorsey Asset Management. The fund focuses on companies that have emerging (widening) moats.
The fund's Compounded Annual Gain since inception in 2014 is 18%.
Pat is also the author of two books (Amazon links to them):

This recording is from Oct 24, 2021.

Link to watch the full recording:
Рекомендации по теме
Комментарии
Автор

I used to watch Dorsey on the Saturday morning financial news giving advice, back when he was with Morningstar. He had much influence in the creation of Morningstar's "moat" ratings. But if you look at his 13Fs. Nothing but tech and communications and maybe one wide moat company.

soup