Pat Dorsey at Google

[rishig]

My friend Saurabh Madaan recently hosted Pat Dorsey at Google to talk about investing in wide moat companies. I was in the audience and had the chance to ask questions. Loved the talk. Here is the recording:

 

[plusalpha]

My friend Saurabh Madaan recently hosted Pat Dorsey at Google to talk about investing in wide moat companies. I was in the audience and had the chance to ask questions. Loved the talk. Here is the recording:

 

 

Thank you for posting.

[crastogi]

Very Nice.  Thanks rishi and saurabh

[Guest notorious546]

He file a 13-F?

 

I had found two when searching dorsey, not sure which one is him.

 

http://stockzoa.com/search/?q=dorsey

 

BTW. Here is a link to a Colfax's recent investor day presentation. It was the last company he mentioned in the presentation.

 

http://files.shareholder.com/downloads/CLFX/3868568420x0x799809/4c7726ad-a2c7-4002-ad81-dc39820eaf0f/Final%20Investor%20Day%20Slides2.pdf

 

[Guest]

anyone have any idea what his track record is since he left morningstar?

[cubsfan]

It's only recently, last year or so, that he has been on his own. After Morningstar, he

was running a unit of Sanibel Captiva with a lot of individual accounts. Now his focus

is primarily institutional as I understand.

[Guest]

Thanks, cubs. I've always wondered how he performed when he left there.

[Phaceliacapital]

Anyone knows if the slides are available somewhere?

[educatedidiot]

Pat Dorsey does indeed file 13-Fs and his one for Q4 is out.  He bought SiteOne Landscape Supply and added to Facebook, Chegg, Cimpress, Dollar General, Alphabet, Roper Technologies, Workiva, and Yelp.  And it looks like he funded those purchases in part by selling his stake in Descartes Systems Group.

http://www.rocketfinancial.com/Holdings.aspx?id=349360&fC=1

[Liberty]

Some slides from a presentation by Pat Dorsey (looks like it's from 2011):

 

https://dorseyasset.com/wp-content/uploads/2016/07/10-years_100-analysts_2000-stocks_vic_omaha.pdf