Mar 9Liked by The Onveston Letter

Agree that the Morningstar moat rating is a very useful resource to filter good quality stocks. It's currently free information on Interactive Brokers. The research reports, capital allocation scores and valuations are also a useful sense-check for my own analysis. I have invested in multiple companies this way, including International (the companies in the MOAT index fund all appear to be US).

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Jul 23, 2023Liked by The Onveston Letter

I have used this method myself to construct a large portion of my investment portfolio, since Schwab puts the information from Morningstar directly on the page for each company. I didn't know someone had created a fund based upon this idea, but I'm not surprised that someone did exactly that.

I first learned about the economic moat idea from Warren Buffett's shareholder letters in the 19890's.

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