📹 Rewatch the webinar
Monopolies & Oligopolies
Last week, I gave a webinar about Monopolies & Oligopolies.
The power of these market giants is amazing.
They often possess over the following characteristics
High margins
Serious barriers to entry
High Profitability
The entire webinar can be found on Youtube:
Make sure you also subscribe to Our Channel as we will start posting videos on Compounding Quality.
Everything In Life Compounds
Pieter
Book
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Used sources
Interactive Brokers: Portfolio data and executing all transactions
Finchat: Financial data
The webinar was fantastic! 🏆 You and Maurtis did a good job of passing slides and ideas between each other.
I really appreciated Maurtis discussing how $TOLL differentiates itself from $MOAT. In a nutshell, without repeating the webinar here 😏$TOLL seeks out companies with durable, dominant, and tangible moats but $MOAT is OK with transient and intangible moats. Tangible moats offer a certain margin of safety that intangibles lack.