Episode 115: The Top 10 Moats of All-Time

Listen on:

1. Spotify

2. Apple Podcasts

Debrief

No interview this week, so Ryan and I decided to rank our top 10 business moats of all-time.

My list:

1. Costco

2. Visa and Mastercard

3. AWS and cloud infrastructure

4. Taiwan Semiconductor

5. Google

6. Disney

7. Coca-Cola

8. Phillip Morris and Altria Group

9. Autodesk

10. Home Depot

Ryan’s List:

1. Google

2. Ferrari

3. Intuit

4. Altria Group

5. Costco

6. Autodesk

7. Disney

8. Waste Management

9. Nintendo

10. Chipotle

We also discussed the Marqeta S-1, Tesla and Bitcoin shenanigans, and much more.

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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

#moats