Floats and Moats Presentation

[giofranchi]

From the Value Investing World blog:

 

http://www.valueinvestingworld.com/2012/12/professor-sanjay-bakshis-presentation.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+ValueInvestingWorld+%28Value+Investing+World%29

 

giofranchi

[Sportgamma]

What kinds of businesses are those where suppliers and/or customers provide float? Those with moats.

 

I havent thought of it in this way before, but it makes perfect sense when you think about it.

[giofranchi]

What kinds of businesses are those where suppliers and/or customers provide float? Those with moats.

 

I havent thought of it in this way before, but it makes perfect sense when you think about it.

 

Well, I guess FCF is the best kind of float: you are free invest it, without the need to ever give it back! :)

The larger and more durable the moat, the larger and more predictable the FCF. At least, that’s how I have always thought about the operations of my business.

 

giofranchi

[Palantir]

beautiful article.

[premfan]

Thank you for so much for posting this !!

[dcollon]

I really enjoyed that presentation.

 

Thanks for posting it.

[nkp007]

Boats float on moats.

 

I should be a poet.

[rohitc99]

prof bakshi takes classes for students too. you can find the presentations here

 

http://www.sanjaybakshi.net/bfbv/

 

i think they are great

[rjstc]

Giofranchi, that was great. Grazie Mille.

[premfan]

Floats/Moats > boats/hoes

[beerbaron]

Nice presentation, thanks for posting.

 

BeerBaron