Basic-Fit has a moderate MOAT primarily due to economies of scale and brand recognition, but it lacks strong barriers to entry. Its dominance depends on continuous expansion and cost efficiency rather than an unshakable competitive advantage. If your investment strategy is to look for companys with a ‘Heavy Moat’ take a look at Visa - Mastercard, S&P Global - Moody’s, and also a Company like Linde. These have real strong MOAT.
Time to up your holding in LVMH. It’s going to be a hard 12-18 months but they are too big to fail. I’ve been buying the dip.
Basic-Fit has a moderate MOAT primarily due to economies of scale and brand recognition, but it lacks strong barriers to entry. Its dominance depends on continuous expansion and cost efficiency rather than an unshakable competitive advantage. If your investment strategy is to look for companys with a ‘Heavy Moat’ take a look at Visa - Mastercard, S&P Global - Moody’s, and also a Company like Linde. These have real strong MOAT.
Thanks
Yeah, I prefer a concentrated portfolio of good companies you truly understand. Rather than a bunch of crap you only have a small understanding of.
Small portfolio right now but i like your investment strategy going forward! Looking forward to seeing your deep dives!
We have a lot of overlap! I hold LVMH, ASML, and Basic-Fit as well