Moats via Economies of Scale

What enables Walmart and Maruti Suzuki to have an edge over their competitors? It’s their economic moat that prevails year over year, increasing the gap between them and other market participants. But how to judge which companies have a moat, and which ones do not?

In the last podcast of the three part series on moats, equity experts discuss the source of moat, and also warn about possible pitfalls while using the moats criteria alone.

Listen to Our Weekly Podcast Here.

 

In this podcast, we discuss:

1. Economies of scale, in life and in business
2. Review of various sources of moats
3. Limitation of moats
4. Latest weather report of Equity Markets

About Multi-Act

Multi-Act was founded in 1997 by two Wharton graduates, to develop an Equity Research capability for their own investments. Today, we employ 50 people who operate out of our offices in Mumbai and Pune and service a range of clients from wealthy families, family business owners to sophisticated investors and capital intermediaries around the globe.

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