On today’s episode, Clay breaks down four wide moat stocks to be considered for 2023. If you’ve been following along with the show for quite some time, you know that Warren Buffett loves companies with wide moats. These are the companies that are most equipped to handle the constant disruption occurring in the capitalistic marketplace.
However, even some of the widest moat and highest quality companies can be a poor investment if you pay too high of a price, so I also brought that into consideration when selecting these four companies. If you enjoy learning about individual stocks and what makes a great company, you won’t want to miss this great episode.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:58 - What it means for a company to have a wide economic moat.
03:53 - Why a wide moat is critical to assess and succeed as an investor.
05:03 - Why technology companies offer some of the most attractive opportunities for value investors.
09:42 - Why Clay believes that Alphabet and Amazon offer good value in today’s market.
26:54 - Why Amazon is a “forever hold” for legendary investors like Nick Sleep and Bill Miller.
38:58 - What super investors have taken positions in Alphabet and Amazon.
43:20 - What makes S&P Global and Sherwin Williams both companies with very strong moats.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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