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🏋️ 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 company’s competitive advantages, otherwise known as the “roar”.

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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