Brett Schafer
Episode 115: The Top 10 Moats of All-Time
Listen on:
Debrief
No interview this week, so Ryan and I decided to rank our top 10 business moats of all-time.
My list:
Costco
Visa and Mastercard
AWS and cloud infrastructure
Taiwan Semiconductor
Google
Disney
Coca-Cola
Phillip Morris and Altria Group
Autodesk
Home Depot
Ryan’s List:
Google
Ferrari
Intuit
Altria Group
Costco
Autodesk
Disney
Waste Management
Nintendo
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.