Five Moat Myths
发布时间 2024-06-27 10:35:23 来源
摘要
Rob holds a talk called "Five Moat Myths" at the 2024 Value Investor Conference in Omaha.
Rob discusses five widely held beliefs about moats that may be incorrect.
He also summarises his two prior talks at the conference - on valuation in 2014, and on management in 2017.
This talk was originally planned for 2020, but the small matter of a pandemic got in the way...
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