Monopolistic Investor
Antoni NabzdykLearn about economic moats, how to spot them, and why they are important in investing.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 324 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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Hortico: Phase 4 - expected return & alignment
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The last part of Hortico - can th...
Hortico - Phase 2 & 3: Logic gates & wargame
Phase 2: Hortico
1.If inflation was 10%, will this company lose customers if they raised prices?
Yes
2.$1B + 3 years + brilliant scientists – would that mean customers would switch? No - customers care about prices.
3.Saves a dollar...
Hortico SA - Phase 1: Lie detection & ROIC
Verdict: Whenever the CEO uses the revenue and profit of different segments or subsidiaries, I must check the operating profit / net margin for myself. ROIC decreased because of overspending.
Hortico SA is a consumer brand:
Same-Store Sal...
Monthly Paid Article - 11
Potential 100-bagger candidates?
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Authors
The writers behind this newsletter.
I’m an investor, that wants to beat the market by buying high quality companies, that have a monopolistic position.
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