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WideMoat Capital

 
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  • Why Unilever Deserves To Be In Your Portfolio
    Tue, Aug. 5 UN, UL 14 Comments

    Summary

    • It is reasonable to expect a 9%+ return for the next few years.
    • Very solid company with 2Bn customers in more than 190 countries.
    • Great management working hard to make the company more efficient, innovative, and environmentally friendly.
  • Rock Solid Way To Beat The Market Long Term
    Wed, Jul. 23 BLK 4 Comments

    Summary

    • BlackRock has one of the most attractive business models in the financial industry.
    • The company is reasonably valued and should continue to outperform the market long term.
    • It's brand, technology, and scale advantages provide a moat against competition.
    • The ETF industry is expected to reach an inflection point that will produce accelerated growth the next couple of years.
    • The potential downside is cushioned by its low fixed costs and Aladdin fees revenue offering an asymmetric investing opportunity.
  • Mazor Robotics: Outstanding Company Few Investors Know Exists
    Fri, Jun. 27 MZOR, MZRTF 33 Comments

    Summary

    • Rapidly growing company followed by very few investors.
    • Attractive business model producing high-margins and returns.
    • Commercially validated and FDA approved product.
  • Solazyme: Multi-Bagger Potential In 2014
    Dec. 31, 2013 SZYM 61 Comments
  • SolarCity: Making Money Every Time The Sun Rises
    Dec. 3, 2013 SCTY 11 Comments
  • Alterra Power Corp.: Trading At Less Than Half Of Its Intrinsic Value
       • Aug. 9, 2013 MGMXF 5 Comments
  • Berkshire Hathaway's Achilles' Heel
    Jul. 15, 2013 BRK.A, BRK.B 23 Comments
  • Why IBM Is Not An Obsolete Investment
    Jun. 7, 2013 IBM 3 Comments
  • Berkshire's Elusive Elephant
    Aug. 31, 2012 FDX, BRK.B, BRK.A 15 Comments
  • What We Can Learn From The Stress Test
    Mar. 19, 2012 AXP, BK, C 2 Comments
  • What Everybody Ought To Know About Social Media
    Feb. 1, 2012 ANGI, GOOG, GRPN 1 Comment
  • Powering Your Portfolio With Energy Efficiency
    Jan. 17, 2012 ABB, EMR, TSLA 3 Comments
  • What We Can Learn From Buffett's IBM Position
    Jan. 11, 2012 BRK.A, BRK.B, INTC 4 Comments