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Every mention links back into the exact moment in an episode.
Click “Mentioned at …” to copy the timestamp.
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Mentions Across Episodes
“The speaker discusses their experience with the book Measuring the Moat, highlighting its importance in their early stage investing process.”
Sentiment: Highly Recommended
Trigger: company analysis and investment
For: Investors and finance students
Key quote: “Michael, you published the awesome measuring the moat paper a few years back that has become basically the Bible for how to do this.”
The host mentions 'Measuring the Moat' as a foundational resource for understanding competitive strategy in company analysis. This book is highlighted for its significance in teaching investors how to evaluate companies effectively, especially in the context of modern investment challenges.