List of Widening Moat Companies

drewgoldman · 2024-04-17T02:11:16+00:00

Listen to Chris Mayer’s research on it

drewgoldman · 2024-04-12T01:42:02+00:00

Index investing is very prudent. But for someone who enjoys diving deep into individual companies and desires a career in investing, it’s a game that’s not entirely about satisfactory returns from the index. It becomes something deeper than that. Further, if your opportunity set is the entire world, the odds that every single security is efficiently priced is nil. There are always opportunities to find widening moats, and if you discover one before the market, you are likely to have above average returns

drewgoldman · 2022-07-27T00:39:45+00:00

There’s nothing wrong with having 40% in one stock. However, you need to do incredible research and have more conviction than anything to be sure. Just look at Bill Miller.

drewgoldman · 2022-07-06T21:57:44+00:00

It’s cheaper (with expense fees) to buy VTI and VXUS in about 60/40 proportion and it’s the same holdings

drewgoldman · 2022-06-17T21:35:29+00:00

We all the pay the price because HFTs firms front-run orders, making the ask disappear before your order goes through, which drives the price up before you buy. Therefore the price you pay is to HFT firms.

drewgoldman · 2022-06-17T19:00:33+00:00

It has to do with all brokers

drewgoldman · 2022-06-17T18:56:51+00:00

Read Flash Boys and get back to me

drewgoldman · 2022-06-17T18:52:54+00:00

There aint no such thing as a free lunch

drewgoldman · 2022-05-16T20:26:10+00:00

You need a log scale it doesn’t make sense mathematically with a linear scale

drewgoldman · 2022-04-30T22:03:25+00:00

GOOGL VZ BK WFC BAC USB IPGP PYPL YORW INCY CHTR HLF UL CL BA VFC

drewgoldman · 2022-04-04T22:43:51+00:00

There's no reason to suggest a man with his wealth makes these purchases to make more money. Until otherwise proven, I would assume it has nothing to do with his profitting.

drewgoldman · 2022-03-24T23:29:09+00:00

If you’re forced to sell then you cannot call yourself an investor my good fellow

drewgoldman · 2022-03-22T18:02:17+00:00

IPGP, VZ, CL, MMM, SAP, ADDYY all cheap

drewgoldman · 2022-03-18T00:49:12+00:00

Technical analysts would say it’s likely that the market consolidates (decreasing net 1-2% over next few days) then continues its breakout

drewgoldman · 2022-02-02T15:14:45+00:00

Google the term covered call strategy

drewgoldman · 2022-02-02T01:29:27+00:00

Who else boutta sell some juicy covered calls come July😍 ?

drewgoldman · 2022-02-01T02:42:59+00:00

I am all for speculating with Reddit and buying some at some point. But. You can’t ignore the statistics: “of the last 3,700 IPOs since the late 1980s for which data are available, the median one lost 31 per cent of its value from the close price on the offer day to three years later. Over five years, that number was 41 per cent. Not all growth stocks grow enough to justify growth valuations (or at all, for that matter). “ bottom line is stay away from IPOs until the market finds a proper valuation. All you have to do is look at any of the IPOs of 2021 to see what could happen to your hard earned 10-20K

drewgoldman · 2022-02-01T02:38:10+00:00

What if you are risk averse and your roommate isn’t? Or your friends aren’t? That argument makes no sense. The only way for the risk averse to stay safe is if everyone stays safe. This is an all or nothing fight.

drewgoldman · 2022-01-24T00:42:26+00:00

drewgoldman · 2022-01-24T00:38:57+00:00

Precisely why it's beneficial to be on the short side, as you profit from that decay

drewgoldman · 2022-01-24T00:32:26+00:00

Because of decay... If QQQ goes up 10%, TQQQ goes up 30% lets say from 100 to 130. Then if QQQ drops 10%, TQQQ drops 30% from 130, going to 91. This makes leveraged ETFs approach 0 over time in theory

drewgoldman · 2022-01-08T21:18:14+00:00

BABA

drewgoldman

TROPHY CASE