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This podcast is part one of a three part series on spotting a great business. The entire episode is devoted to one long rant on the nature of competition in various industries, and how such competition should shape your search for a great business. Simply put, this show is about finding the right industries to begin your search for a great business.
Listen to the Gannon On Investing Podcast: “Nature of Competition”
I begin with a quick review of some news items of interest to value investors. Then, I give my take on this week’s two widest moat contest entries: Microsoft (MSFT) and eBay (EBAY).
Listen to the Gannon On Investing Podcast: "Competitive Advantage"
I begin with a rant on why you should invest in small cap stocks. Then, I discuss Benjamin Graham’s “Security Analysis”, this week’s pick for a worthwhile investment book.
Listen to the Gannon On Investing Podcast: “Why Small Caps?”
I begin with a rant on the dangers of diversification. Then, I discuss Craftmade International (CRFT), this week’s interesting company you haven’t heard of. I also mention the new contest that begins today.
Listen to the Gannon On Investing Podcast: “Dangers of Diversification”