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Best People/Sources for Tech Companies With Moats?


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Who are some of the best people to follow that invest in publicly traded tech names? Fund managers also podcasts would be helpful. International is fine, too. Thanks!

 

With the decline of IPO's on the Nasdaq (secular decline since 2000) and companies waiting longer and longer to go public, it will be very valuable to find the future tech companies with wide moats that one can buy with a market cap below hundreds of billions.

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I like the MF industry focus podcast. Not about moat per say, but they do bring up interesting and upcoming names from time to time:

https://www.fool.com/podcasts/industry-focus/

 

The problem with many on twitter is that they are mostly momentum investors which of course are now mostly tech investors as well.

 

I actually think our’s truly LibertyRPF is a great follow , if you like to get exposure to company with moats.

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It's going to cost you, but I've found Pitchbook(or a similar type of service) is one of the better ways to follow the evolution of these types of companies. To get an idea of which companies are raising eyebrows you want to follow their VC investors. The usual suspects, Andreeson Horowitz, Founder's Fund, etc.

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I find that Invest Like The Best Podcast to be amazing

 

Patrick O Shag is a good interviewer and he always have amazing people on

 

Bill Gurley has been a guest.  I heard an awesome dialogue on bundling that frankly made me understand the Cable bundle and now the Netflix bundle a lot better.  There was a great interview on market places and tipping and why these tech companies are willing to suffer losses until the market place "tips"

 

These were all foreign concepts to me, a traditional value investors, I am glad that I accidentally stumbled upon them

 

http://investorfieldguide.com/podcast/

 

This is so different than the  "we buy boring business and because mean reversion"

 

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Who are some of the best people to follow that invest in publicly traded tech names? Fund managers also podcasts would be helpful. International is fine, too. Thanks!

 

With the decline of IPO's on the Nasdaq (secular decline since 2000) and companies waiting longer and longer to go public, it will be very valuable to find the future tech companies with wide moats that one can buy with a market cap below hundreds of billions.

 

It would appear that finding a needle in a haystack, i.e. IPO route, would be a more appealing option than in year's past.

 

A slimmer approach would follow Jockey's via the IPO route, though you may venture away from pure "tech". A simple browsing of Berkshire's 13Fs would have landed you StoneCo and Store Capital, both of which were at times below IPO prices and ripe for future success. You don't necessarily need Venture Capital names to land a one or two big ones, which is all you really need, so cast a wide net.

 

 

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  • 2 weeks later...

I recall when Tepper bought the SNAP IPO. He was asked why, and he said "because I thought it would go up"...these guys arent stupid and are aware of the boost their influence can give an investment...so there is always that. Or maybe now Berkshire just became overnight savvy with tech stuff. I dont know.

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