Links for Moat Hunters

July 4, 2013 Moats, Resources 9 Comments

Happy Fourth of July!Here are some links for the long holiday weekend:First, are some Michael Burry resources provided by John Chew at the excellent CS Investing Blog.  Michael Burry is a huge inspiration to me.  If you are not familiar…

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Amerco (UHAL) and Hertz (HTZ): Emerging Moats?

July 2, 2013 Moats 3 Comments

Thus far, we have looked at two great companies and one not so great company.  Now, we will look at something even more exciting for the value investor:  2 mediocre companies that seem to have emerging moats.  If we can…

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See’s Candy – The Prototype of the Wide Moat Company

July 2, 2013 Moats 6 Comments

Buffett often holds out See’s Candy as the prototype of the wide moat company.  What lessons can be learned from this case study? Background See’s Candy manufactures, distributes and sells high quality candy through retail outlets.  These retail locations are…

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