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TaxesAreTheft
@TaxesAreTheft
2Année·

What are the moat stocks you are watching? Or companies that are just expanding their moat.


$CME (-0,71 %)
$ANET are two that I am particularly watching



9 Commentaires
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Krush82@Krush82
2Année
Where exactly do you see the moat at $ANET?
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TaxesAreTheft@TaxesAreTheft
2Année
@Krush82 is more of a candidate where I see the potential for a future moat. Market share (growth) and pricing power look solid. I'm still working on my analysis, but I haven't found anything that fundamentally speaks against it.
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Krush82@Krush82
2Année
@TaxesAreTheft ok, of course I agree with the thesis. I thought you had discovered something special that I didn't know about. That's also a share that you should have invested in a long time ago.
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TaxesAreTheft@TaxesAreTheft
2Année
@Krush82 Yes, it's actually a must-have. But with the growth forecasts, there is still a lot in it. The margins alone justify the purchase.
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Krush82@Krush82
2Année
@TaxesAreTheft The share is also valued accordingly compared to the competition CISCO or Juniper . They are priced to perfection and cannot afford to make any mistakes.
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Sparfuchs@Reinecke
2Année
$CAT, $KMTUY, $000425, $DE if you want a moat.
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TaxesAreTheft@TaxesAreTheft
2Année
@Reinecke Unfortunately, this is an industry that I know very little about. But I will take a closer look at it. Thank you
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Sparfuchs@Reinecke
2Année
@TaxesAreTheft these are construction machine manufacturers. Digging, with a BAGGER !
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TaxesAreTheft@TaxesAreTheft
2Année
@Reinecke ohhhhhhhh
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