TIP524: Four Wide Moat Stocks for 2023

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 14 February 2023

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today’s episode, Clay breaks down four wide moat stocks to be considered for 2023. If you’ve been following along with the show for quite some time, you know that Warren Buffett loves companies with wide moats. These are the companies that are most equipped to handle the constant disruption occurring in the capitalistic marketplace. However, even some of the widest moat and highest quality companies can be a poor investment if you pay too high of a price, so I also brought that into consideration when selecting these four companies. If you enjoy learning about individual stocks and what makes a great company, you won’t want to miss this great episode. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:58 - What it means for a company to have a wide economic moat. 03:53 - Why a wide moat is critical to assess and succeed as an investor. 05:03 - Why technology companies offer some of the most attractive opportunities for value investors. 09:42 - Why Clay believes that Alphabet and Amazon offer good value in today’s market. 26:54 - Why Amazon is a “forever hold” for legendary investors like Nick Sleep and Bill Miller. 38:58 - What super investors have taken positions in Alphabet and Amazon. 43:20 - What makes S&P Global and Sherwin Williams both companies with very strong moats. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Adam Seessel’s book: Where the Money Is. Listen to John Huber chatting about Amazon on Millennial Investing, or watch the video. Security Analysis Newsletter. Check out our takeaways from Warren Buffett's Shareholder Letters. Watch the video here. Don’t miss Clay’s review of The Education of a Value Investor by Guy Spier. Watch the video here. Follow Clay on Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Sun Life The Bitcoin Way Range Rover Sound Advisory BAM Capital Fidelity SimpleMining Briggs & Riley Public Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:03.0	Welcome to the Investors Podcast.
0:05.0	I'm your host, Clay Fink.
0:07.0	On today's episode, I wanted to cover four wide-mo companies
0:11.0	I think are worth the consideration for stock investors in 2023.
0:15.0	Given we're in a bear market and teetering on a recession,
0:19.0	the prices of the majority of stocks are down,
0:22.0	giving us the opportunity to potentially add to wonderful companies
0:26.0	at discounted prices.
0:28.0	If you've been following along with the show for quite some time,
0:31.0	you know that Warren Buffett loves companies with wide moats.
0:35.0	These are the companies that are most equipped
0:38.0	to handle the constant disruption occurring in the capitalistic marketplace.
0:42.0	However, even some of the widest moat and highest quality companies
0:46.0	can be a poor investment if you pay too high of a price.
0:49.0	So they also brought price into consideration
0:52.0	when selecting these four companies.
0:54.0	With that, let's dive right in.
0:59.0	You are listening to the Investors Podcast.
1:03.0	Where we study the financial markets and read the books
1:06.0	that influence self-made billionaires the most.
1:08.0	We keep you informed and prepared for the unexpected.
	...

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