Narrow Moat companies with network effects-EBAY,MKTX,PYPL,ROP,SABR,UNH&SGX

Long_Equity
2022-09-28

1.NARROW MOAT companies with network effects (the strongest competitive advantage):

• Deutsche Bourse
• eBay$eBay(EBAY)$
• MarketAxess$MarketAxess(MKTX)$
• Nasdaq$NASDAQ(.IXIC)$
• PayPal$PayPal(PYPL)$
• Roper Tech$Roper(ROP)$
• Sabre$Sabre(SABR)$
• Singapore Exchange$SINGAPORE EXCHANGE LIMITED(S68.SI)$
• Sonova$Sonova Holding AG(SONVF)$ $SONOVA HOLDING(0QPY.UK)$
• UnitedHealth$UnitedHealth(UNH)$

Which do you own?

2.This is how you manage money:

- concentrate into high quality
- low turnover

No one does this better in my opinion than Valley Forge Capital. They focus on businesses with:

- recurring revenues
- dominant market position

$MasterCard(MA)$ $S&P Global(SPGI)$ $Fair Isaac(FICO)$ $Moody's(MCO)$ $Amazon.com(AMZN)$ $Adobe(ADBE)$ $Intuit(INTU)$ $Aspen Technology(AZPN)$ $Autodesk(ADSK)$

https://twitter.com/long_equity/status/1574785028583735296

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • 心投资
    2022-09-28
    心投资
    thanks for sharing
  • SirBahamut
    2022-09-28
    SirBahamut
    Good companies with strong moat!
  • Jason1616
    2022-09-28
    Jason1616
    Not sure about SGX. 🤣
  • JayH
    2022-09-28
    JayH
    Great Analysis, much appreciate it
  • Kyesu
    2022-09-28
    Kyesu
    Read and thanks
  • GarethTan
    2022-09-28
    GarethTan
    [Miser] [Miser]
Leave a comment
120
2