moat

The sell-off is real. But for SaaS companies with genuine moats, this is exactly the kind of entry point you've been waiting for

The traditional method of passive investing might just be the antithesis of the Aussie approach to good value.

The latest letter reflects on investment wisdom, the end of a legendary partnership with Munger, and navigating market unpredictability.

Conventional wisdom and financial textbooks will stress the importance of valuing a company’s competitive advantage or economic moats. WCM Investment Management has...