Economic Moats
The central question of quality investing: what stops competition from arbitraging away a high return on capital.
10 books · 9 people behind it
Start here
- The Little Book That Builds WealthPat Dorsey, 2008
- 7 PowersHamilton Helmer, 2016
- Competitive StrategyMichael E. Porter, 1980
The people behind it 9
Each person holds a book in this entry or names it in their own tags.
Investors 3
Academics 2
Strategists 4
Michael E. Porter2 books hereGA
Geoffrey A. Moore1 book hereHH
Hamilton Helmer1 book here
Richard Rumeltnamed in their tagsBooks 10
Michael E. Porter · 1980 · The five forces; the origin of structural industry analysis.
Michael E. Porter · 1985 · The value chain as the unit of advantage.
Bruce Greenwald, Judd Kahn · 2005 · Reduces strategy to barriers to entry plus local scale; the investor's version of Porter.
Richard P. Rumelt · 2011
T2 7 Powers
Hamilton Helmer · 2016 · Seven durable power types, each with a stated benefit and barrier.
Geoffrey A. Moore · 2000 · Managing shareholder value through technology discontinuities
Bruce C. N. Greenwald, Judd Kahn · 2007 · Columbia course text linking Graham valuation to franchise analysis.
Pat Dorsey · 2008 · The Morningstar moat taxonomy in its most compact form.
Pat Dorsey · 2008 · Dorsey on identifying and valuing durable competitive advantage.