Investing by the Books: #5 Brilliant & Mohanraj: Moats Matter
Investing By The Books
2021-09-21
12:14
Heather Brilliant co-authored the book Why Moats Matter during her tenure at Morningstar. She is now CEO & President of Diamond Hill, an Ohio-based investment firm, where Krishna Mohanraj is an International Portfolio Manager. In the episode, these domain experts help us widen our intelligence of economic moats - a concept that truly matters when investing.
Eddie Palmgren
Niklas Sävås
Episode Notes
Books Mentioned
Why Moats Matter: The Morningstar Approach to Stock Investing – Heather Brilliant & Elisabeth Collins (2014)
Deep Work: Rules for Focused Success in a Distracted World – Cal Newport (2016)
Built to Last: Successful Habits of Visionary Companies – Jim Collins (1994)
A Country in the Moon: Travels in Search of the Heart of Poland – Michael Moran (2008)
Unleashed: The Unapologetic Leader’s Guide to Empowering Everyone Around You – Frances Frei & Anne Morriss (2020)
How to Decide: Simple Tools for Making Better Choices – Annie Duke (2020)
Grow the Pie: How Great Companies Deliver Both Purpose and Profit – Alex Edmans (2020)
You Can Be a Stock Market Genius – Joel Greenblatt (1997)
Intelligent Investor – Benjamin Graham (1949)
Security Analysis – Benjamin Graham (1934)
Companies Mentioned
Berkshire Hathaway – $BRK.A
HDFC Bank – $HDFCBANK
Howden Joinery Group – $HWDN
Assa Abloy – $ASSA.B
Sampo – $SAMPO
Unilever – $ULVR
Blackberry – $BB
Fairfax Financial – $FFH
Diageo – $DGE
TSMC – $TSM
Costco – $COST
More on Heather Brilliant & Krishna Mohanraj
Diamond Hill’s website: https://www.diamond-hill.com/
Heather’s twitter: https://twitter.com/BrilliantHeath
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Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.
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