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Waste Connections (WCN)
Vertical integration and barriers to entry
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Portfolio Update - Q1 2023
Main portfolio changes
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2
Intuitive Surgical (ISRG)
Pricing power, switching costs and potential disruptors
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2
Some Resilient European Businesses I Like. Part 1: TFF Group
Vertical integration and some strategic assets
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Tyler Technologies (TYL)
Switching costs, cloud and competition
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Hermès (RMS)
Hermès' family vision and aura of exclusivity, craftsmanship model and vertical integration
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2022 Annual Letter
2022 recap and updated portfolio to face 2023
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New Investment Idea (2022)
This is the second long idea I’m sharing on the blog. Good opportunities are limited and unpredictable, so I prefer to sit down and write only when I…
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Finding Moats International, Investment Research Service
Finding Moats International, Investment Research Service
Growth alone is overrated and resilience is underrated. Invest in companies that treat their capital as you treat yours. Do not focus on the next quarter, but rather in the next quarter-century. We spend 100+ hours on every company so you don't have to.

Finding Moats International, Investment Research Service

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