Moats
5 interviews, newest first.
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Fall 2024
Kevin Tanner
SaratogaRIM
Kevin founded SaratogaRIM in 1995. He covers how he tests for a competitive advantage, valuation and sizing, and how he hires and trains analysts.
MoatsQuality compoundersBuilding a firmCareer advice -
Spring 2021
Sean Stannard-Stockton
Ensemble Capital
Ensemble's three pillars (moat, management, forecastability), the Time Warner mistake, Mastercard as a case study, and a long walk through Home Depot.
MoatsJudging managementQuality compounders -
Spring 2018
Bruce Greenwald & Mark Cooper
Columbia Business School, First Eagle Investment Management
A send-off for Bruce Greenwald as he retired, paired with his former student Mark Cooper of First Eagle. Mark talks about Deere; Greenwald warns traditional value investors that the world has changed.
MoatsDeep value -
Spring 2018
Michael Mauboussin & Tom Digenan
BlueMountain Capital Management, UBS
Two investors who also teach on the base-rate fallacy, lasting competitive advantage, ETFs, and how teams make decisions.
MoatsJudging managementCareer advice -
Winter 2012
William von Mueffling
Cantillon Capital Management
Cantillon invests in companies with high, lasting financial productivity. William talks through different kinds of moats and his theses on Bank Rakyat, Royal Vopak and Oriflame.
MoatsQuality compoundersInternational