Tag: moats

Floats And Moats [Slides]

Floats And Moats [Slides]

I am going to talk about two different ideas. Floats. And Moats. Over the last few months, I have been obsessed by these two ideas. I have spent a lot of time researching them and thinking about them and also […]

Starvine Capital 2Q16 – The Little Man’s Moat

Starvine Capital 2Q16 – The Little Man’s Moat

Starvine Capital investment commentary for the second quarter ended June 30, 2016. Overview Outlook: Buying opportunity still persists for bottom-up pickers Switching costs: the most common moat The big money is not in the buying and selling… Dear Starvine Capital […]