Pat Dorsey: Why moats matter?

Pat Dorsey is the founder of Dorsey Asset Management. The fund focuses on companies that have emerging (widening) moats.
The fund's Compounded Annual Gain since inception in 2014 is 18%.
Pat is also the author of two books (Amazon links to them):
- The Five Rules for Successful Stock Investing amzn.to/3JwL9ag
- The Little Book that Builds Wealth amzn.to/3DZ5CDu
This recording is from Oct 24, 2021.
Link to watch the full recording:
• Pat Dorsey: Competitiv...

[@soup100]

I used to watch Dorsey on the Saturday morning financial news giving advice, back when he was with Morningstar. He had much influence in the creation of Morningstar's "moat" ratings. But if you look at his 13Fs. Nothing but tech and communications and maybe one wide moat company.

[@MonsieurDee]

New favourite channel

[@thevalueinvestingchannel20]

Thank you so much!

[@MonsieurDee]

@@thevalueinvestingchannel20 can you upload the full q&a

[@thevalueinvestingchannel20]

@@MonsieurDee Here is the Pat Dorsey playlist from my channel: ruclips.net/p/PLkEZRICN7V9D15DG4bITXOWgZ9RhA0Hgd
Here is the original recording with full Q&A: ruclips.net/video/z1bnZZ8-arU/видео.html

[@MonsieurDee]

@@thevalueinvestingchannel20 he doesn't talk about Disney in that talk? So I'm wondering if there's more footage?

[@thevalueinvestingchannel20]

@@MonsieurDee He talks about Disney in that talk at the 32:56 minute. That's the whole recording. ruclips.net/video/z1bnZZ8-arU/видео.html