The curated posts below introduce a long-term investing strategy that the best investors in the world deploy in their portfolios. Learn why finding companies with moats protecting their profit-making ability is a key to long-term investing success. Read on if you want to build a portfolio of high-quality, high-profitability individual stocks.

Read the following posts from top to bottom for the best learning experience.


Thinking Beyond Size: The Case Against Market Cap Weighting in Index Strategies
Moat Investing

Thinking Beyond Size: The Case Against Market Cap Weighting in Index Strategies

Anyone that paid mild attention to the news in 2023 has an idea where this post is going. From the half way point on the 2023 calendar it became clear what was driving the major indexes – the ‘magnificent seven’ stocks. Those stocks being – Apple, Microsoft, Meta, Google, Nvidia, Tesla and Amazon. Before we…

Building Strongholds: The Ultimate Moat Stock Research Checklist for Investors
Moat Investing

Building Strongholds: The Ultimate Moat Stock Research Checklist for Investors

You know the old saying, “it’s hard to hit what you don’t aim for.” If you have never heard it, now you have. I like checklists whether it be for shopping, priorities or in this case what to look for in a good stock. I have a page on the site that outlines our quantitative…

From Blueprint to Reality: Navigating the Steps to Construct Your Ideal Moat Stock Portfolio
Moat Investing

From Blueprint to Reality: Navigating the Steps to Construct Your Ideal Moat Stock Portfolio

Before we get started here, let’s be clear that there is a difference between someone that wants to invest in companies for the long-term (investor) and folks that want to trade quickly for profits (trader). In this post, I’m providing my guidance for long-term investors. To me, investing requires a long-term view and patience. My…

Eternal Wisdom, Timeless Graphics: Illuminating Your Investment Path
Moat Investing

Eternal Wisdom, Timeless Graphics: Illuminating Your Investment Path

You know the saying about a picture being worth a thousand words. In the case of this post, the graphics are more about making feelings and trends tangible. I’ve seen a lot of charts and graphics over the last two decades as a market observer and participant. Only a few really stand out and are…

Moat Stocks Unveiled: A Strategic Guide to Sharpening Your Search Focus
Moat Investing

Moat Stocks Unveiled: A Strategic Guide to Sharpening Your Search Focus

As we all know, there is no line item in a company’s financial statements that says moat. Finding companies with defendable moats is just as much art as it is science. It takes research and a little know how. As well, the age old process of elimination can help focus your search. It doesn’t hurt…

Beyond the Bottom Line: Why Free Cash Flow Trumps Earnings for Investing Success
Moat Investing

Beyond the Bottom Line: Why Free Cash Flow Trumps Earnings for Investing Success

There are many items in finance and investing that people accept without questions. Two of those items are the utility of both analyst estimates and earnings. To be fair, there are a good number of people in the world that have come to ignore both analyst estimates and quarterly earnings. There is a good chance…

Compounding Wealth: Harnessing the Power of Reinvesting Dividends for Financial Growth
Moat Investing

Compounding Wealth: Harnessing the Power of Reinvesting Dividends for Financial Growth

Dividends are often the overlooked ingredient in the long-term success of a portfolio. No, I’m not saying you should have a portfolio of only dividend paying stocks. Although, it would not be the worst thing depending on your goals and needs. Before I go any further, let’s cover what exactly is a dividend. If you…

Fortify Your Portfolio: The Power of Moat Investing for Long-Term Wealth
Moat Investing

Fortify Your Portfolio: The Power of Moat Investing for Long-Term Wealth

Moat investing is not a new approach, it’s been around for a long time. It’s use as an investing term is thanks to famed investor, Warren Buffett. The crux of Buffett’s investment decisions are around finding companies with moats. One of Buffett’s earliest, public references to moats came in 1994. In the Berkshire Hathaway Annual…