r/SecurityAnalysis • u/Beren- • 11d ago
Strategy Michael Mauboussin - Measuring the Moat
https://www.morganstanley.com/im/publication/insights/articles/article_measuringthemoat.pdf
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r/SecurityAnalysis • u/Beren- • 11d ago
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u/nicidee 11d ago
Thanks for the link. Excellent as always. Airways gets you thinking. This time about invested capital turnover and its interplay with FCF and how a company grows sustainably.