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Pat Dorsey: Why moats matter?

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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:
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:
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