Episode 115: The Top 10 Moats of All-Time
No interview this week, so Ryan and I decided to rank our top 10 business moats of all-time.
Visa and Mastercard
AWS and cloud infrastructure
Phillip Morris and Altria Group
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.