Home Sports ๐Ÿ‹๏ธ Fantastic ditches (and where to find them)

๐Ÿ‹๏ธ Fantastic ditches (and where to find them)

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In this Bootcamp for investors In an episode of The Australian Investors Podcast, Owen Rusk delves deeply into finding, identifying and exploring the companyโ€™s competitive advantages, otherwise known as the โ€œroarโ€.

Download Owen’s Investor Bootcamp: https://bit.ly/rask-analyst

Listen to the podcast of Australian investors right now

The video version is now available on the YouTube channel Rask

Topics covered include:

  • What is a roar?
  • 5 Morningstar ratings:
    • Network effects
    • Effective scale
    • Intangible assets
    • Cost advantage
    • The cost of switching
  • Where wide, narrow and moatless companies meet
  • How ditches are measured (ROIC – WACC)
  • Why the aviation industry is sucking … capital from investors
  • How dominant broad companies such as Microsoft or Xero can become more powerful as they grow

Some of these companies include:

  • Xero Limited (ASX: XRO)
  • Microsoft Corp (NASDAQ: MSFT)
  • Qantas Airways (ASX: QAN)
  • Virgin Airways
  • Flight Center Travel Group Ltd (ASX: FLT)
  • Woolworths Ltd 04.30 ASX: WOW
  • Coles Group (ASX: COL)
  • APA Group (ASX: APA)

Resources:

  • Please visit the investor training camp for images and graphics
  • Book: The Gorilla Game: An Investment in High Technology
  • Books by Porter: Competitive Strategy (1980), Competitive Advantage (1985) and 10 must-read Harvard Business Reviews – About Strategy
  • David Gardner’s binding test
  • Owen Investors Program
What are your favorite tools? Let us know:

Owen’s Twitter: https://twitter.com/owenrask

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This podcast was offered to you by The Intelligent Investor, Australiaโ€™s leading membership service in investment research. Use code ยซRASK“To receive a $ 100 annual membership discount or receive a free 15-day trial (credit card details not required):

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Post ๐Ÿ‹๏ธ Fantastic ditches (and where to find them) appeared first on Rask Media.

https://www.raskmedia.com.au/2022/05/14/%F0%9F%8F%8B%EF%B8%8F-fantastic-moats-and-where-to-find-them/

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