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Eddy's avatar

Thorough look at Moats. If investors even considered half of all the variables here they would have a substantial advantage over 90% of investors. And make better decisions. But in the final analysis we don't know the future. And a part of investing is always going to be LUCK. Just thinking about these things helps us be more careful and considerate looking at all the angles when investing in a business. We don't have to be right even half the time to make large gains in wealth. Just like in baseball, if you get a hit 30% of the time you are a Hall of fame player candidate.

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fyee's avatar

You are doing so deep dives and articles. I really like your general work, but it is far too long for me. Not sure if also other feel same as I do.

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