Moats Versus Boats - Part 5

In the second part, Raamdeo Agrawal talks about the challenge of identifying a moat

Published 5 years ago on Apr 27, 2016 2 minutes Read

So you need to ask yourself where this magic is going to happen and for how long will it continue? Surely, the company needs to have a favourable competitive advantage. Think Colgate, Asian Paints or Bosch, Gillette or Parachute (Marico) these are wonderful companies with great moats.  Even in a sector like telecom, Bharti Airtel had the first mover advantage in 2003-2004. Then there is the Indian IT sector which has established itself both locally and internationally.

Even in commodities there is Hindustan Zinc with its low cost of raw mate


You don’t want to be left behind. Do you?

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