Mar 12·edited Mar 13Liked by The Thinking Investor
The deepest moats can be found in the boring industries which I dont own such as consumer staples industry (Procter, Pepco...). Also industries such as gas: Linde, Air Liquide...
For my portfolio it probably is LVMH, Nike and Danaher. All my tech companies just seem to have a deep moat, but I I wouldn't bet on one of them still being around in 15 years. Neighter Nvidia, Microsoft, Datadog nor anyone else...
MLPs and Exxon Mobil and it is not even close... Energy is life and we don't have enough of it...
I guess it’s gotta be ASML. GOOG seems less moaty by the day
The deepest moats can be found in the boring industries which I dont own such as consumer staples industry (Procter, Pepco...). Also industries such as gas: Linde, Air Liquide...
For my portfolio it probably is LVMH, Nike and Danaher. All my tech companies just seem to have a deep moat, but I I wouldn't bet on one of them still being around in 15 years. Neighter Nvidia, Microsoft, Datadog nor anyone else...
It's a match!! Hahaha also EVO for me ;)