Stockopedia Interviews Ensemble Analyst Todd Wenning About Moats

16 November 2018 | by Todd Wenning, CFA

Earlier this summer in New York City, I met up with Ben Hobson from Stockopedia, a U.K.-based stock market data subscription service designed for retail investors. Ben was in the States interviewing various investors and he and I spoke at length about economic moats – a subject near and dear to us at Ensemble.

Among other things, we discussed the dangers of investing in dividend-paying stocks with deteriorating moats, the increasing difficulty of screening for moats, and the intersection of moats and management.

Ben recently published a transcript of our conversation, which you can find here. Free registration may be required to read the article.

 

While we do not accept public comments on this blog for compliance reasons, we encourage readers to contact us with their thoughts.

Past performance is no guarantee of future results. All investments in securities carry risks, including the risk of losing one’s entire investment. The opinions expressed within this blog post are as of the date of publication and are provided for informational purposes only. Content will not be updated after publication and should not be considered current after the publication date. All opinions are subject to change without notice and due to changes in the market or economic conditions may not necessarily come to pass. Nothing contained herein should be construed as a comprehensive statement of the matters discussed, considered investment, financial, legal, or tax advice, or a recommendation to buy or sell any securities, and no investment decision should be made based solely on any information provided herein. Links to third party content are included for convenience only, we do not endorse, sponsor, or recommend any of the third parties or their websites and do not guarantee the adequacy of information contained within their websites. Please follow the link above for additional disclosure information.