January 2020 – Understanding a “Cost” Moat

January 2020 – Understanding a “Cost” Moat

    Cost competitiveness does not immediately present itself as unique characteristic that would give a company a permanent edge over others.  For one, all companies compete on cost and it would be hard to find a company that does not report “Cost” as being...

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January 2020 – Understanding a “Cost” Moat

December 2019 – Understanding a “Network” Moat

    As mentioned in November’s memo an Economic Moat is defined as something intrinsic, embedded in a business that allows it to charge higher than normal rates over a sustained period which somehow protect it from competitive forces.  This Moat is the...

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July 2019 – Letting The Market Serve You

July 2019 – Letting The Market Serve You

    In business school you are taught about various push and pull strategies that relate to marketing. A push strategy is to push a product/service at a customer through tools such as aggressive media advertising, while a pull strategy pulls a customer...

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Welcome to StockWriteUps.com!

My name is Alex Middleton and I am from Calgary, Alberta.  I believe investing requires one to carefully study publicly available information in an attempt to develop a thesis based on reason and logic.  It also requires one to properly account for the unknown by applying probabilities and margin of safety to their thesis.  I hope you enjoy the content!

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Stock Write-Ups

Value Stocks Podcast

 

About Me

Welcome to StockWriteUps.com!

My name is Alex Middleton and I am from Calgary, Alberta.  I believe investing requires one to carefully study publicly available information in an attempt to develop a thesis based on reason and logic.  It also requires one to properly account for the unknown by applying probabilities and margin of safety to their thesis.  I hope you enjoy the content!

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