Moat is a mighty subject in the investment space. Quite understandably, any discussion around that is likely to be an animated one. The reason why it raises mercury in much of the debates is because it is so intangible and yet so powerful in its effect on financials and cash flow. While it is a highly debatable subject, in some cases such as consumer brands, moats are more obvious. But the flip side is, when it is more obvious, less is the opportunity for investors as it gets fully priced. Less-obvious moats are where one can spot hidden gems.
My Best Pick 2019
A rare blend of diversified small-scale industrial user base and high criticality make Grauer & Weil an interesting bet
Summer wine and salad
Kishore Singh - January 19, 2015
The million-dollar question: Is investing a game of luck or skill?
Shankar Sharma - May 04, 2021
Every crisis is an opportunity, if you are on the right side of equities
Samir Arora - May 04, 2021
Viraj Mehta trusts the toughness and bounce of a company that has seen many trials
Viraj Mehta - May 04, 2021
Safir Anand spots a mid-sized company with the right chemistry and catalytic circumstances
Safir Anand - May 07, 2021