List your top 3 books for understanding moats please.

[MrB]

1. Competitive Strategy - Michael Porter

2. Good to great - Jim Collins

3. Blue Ocean Strategy - Kim

[Packer16]

The Five Rules of Successful Stock Investing - Dorsey

The Little Book that Builds Wealth - Dorsey

Profit Patterns - Slywotsky & Morrison

[Valuebo]

Interesting topic. I only read one that was purely about moats and competition, Competition Demystified by Bruce Greenwald. Great book imo.

[Green King]

Competition Demystified: A Radically Simplified Approach to Business Strategy by Bruce C. Greenwald and Judd Kahn....

 

My thoughts exactly.

 

 

[oddballstocks]

I have two recommended readings on how companies with moats utterly destroyed themselves and shareholder value along with it.

 

Billion Dollar Lessons

And the Wolf Finally Came

 

Both great reads, nothing lasts forever!

[mankap]

I will recommend 'Competition demystified.'

[prevalou]

Personal History (Katharine Graham)

Steve Jobs (Walter Isaacson)

[VAL9000]

Read this:

The Discipline of Market Leaders - This book gives an excellent overview of different operating models and how they compete in the marketplace.  Executing extremely well on the operating model builds a business' moat.

 

Then read these.  They aren't necessarily the best examples, but I found that reading through the leadership perspective of how each company was run brought each operating model to life.

 

1. Made in America - Sam Walton of Walmart - Cost Leadership Model

2. Only the Paranoid Survive - Andy Grove of Intel - Innovation / Product Leadership Model

3. Straight from the Gut - Jack Welch of GE - Customer Experience/Intimacy Model