Education
The Last Moat
The ultimate edge is still simply being present with management in varying ways that most other investors aren’t doing.
Apr 28, 2026 · 5 min read min
Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
The ultimate edge is still simply being present with management in varying ways that most other investors aren’t doing.
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
As you gain more self-confidence you realize the more defending you do the more you anchor yourself to yesterday’s conviction.
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
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