Ready to join our community of Moat-Investors?
We focus onĀ wonderful companies with "moats" that:
- We are able to understand
- Have high returns on equity without much debt
- Hold durable competitive advantages
- Are able to grow organically at high returns on tangible equity capital
Join us in building and monitoring our watchlists.
These companies are mostly expensive, and we prepare now in advance so that we understand the companies and the competition.Ā That way we will be prepared, and have the courage, when everybody suddenly wants to sell.
