Tag: moats

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 […]

Singular Diligence On Breeze-Eastern Corp (BZC)’s Moat

Singular Diligence On Breeze-Eastern Corp (BZC)’s Moat

Singular Diligence On Breeze-Eastern Corp (BZC)’s Moat by Tobias Carlisle, GREENBACKD This month Singular Diligence covers Breeze-Eastern Corp (NYSEMKT:BZC) a manufacture of sophisticated engineered mission equipment for specialty aerospace and defense applications. BZC’s products are used to complete rescue operations and military insertion/extraction […]

Apple Car, Tesla, And Barriers To Entry

Apple Car and Barriers to Entry by Brad Cornell  The rumor that Apple is considering entering the car business is one more example of a central issue this blog has addressed repeatedly regarding the valuation of Tesla (and other technology […]