giofranchi Posted December 7, 2012 Share Posted December 7, 2012 From the Value Investing World blog: http://www.valueinvestingworld.com/2012/12/professor-sanjay-bakshis-presentation.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+ValueInvestingWorld+%28Value+Investing+World%29 giofranchi Link to comment Share on other sites More sharing options...
Sportgamma Posted December 7, 2012 Share Posted December 7, 2012 What kinds of businesses are those where suppliers and/or customers provide float? Those with moats. I havent thought of it in this way before, but it makes perfect sense when you think about it. Link to comment Share on other sites More sharing options...
giofranchi Posted December 7, 2012 Author Share Posted December 7, 2012 What kinds of businesses are those where suppliers and/or customers provide float? Those with moats. I havent thought of it in this way before, but it makes perfect sense when you think about it. Well, I guess FCF is the best kind of float: you are free invest it, without the need to ever give it back! :) The larger and more durable the moat, the larger and more predictable the FCF. At least, that’s how I have always thought about the operations of my business. giofranchi Link to comment Share on other sites More sharing options...
Palantir Posted December 7, 2012 Share Posted December 7, 2012 beautiful article. Link to comment Share on other sites More sharing options...
premfan Posted December 7, 2012 Share Posted December 7, 2012 Thank you for so much for posting this !! Link to comment Share on other sites More sharing options...
dcollon Posted December 7, 2012 Share Posted December 7, 2012 I really enjoyed that presentation. Thanks for posting it. Link to comment Share on other sites More sharing options...
nkp007 Posted December 7, 2012 Share Posted December 7, 2012 Boats float on moats. I should be a poet. Link to comment Share on other sites More sharing options...
rohitc99 Posted December 7, 2012 Share Posted December 7, 2012 prof bakshi takes classes for students too. you can find the presentations here http://www.sanjaybakshi.net/bfbv/ i think they are great Link to comment Share on other sites More sharing options...
rjstc Posted December 7, 2012 Share Posted December 7, 2012 Giofranchi, that was great. Grazie Mille. Link to comment Share on other sites More sharing options...
premfan Posted December 7, 2012 Share Posted December 7, 2012 Floats/Moats > boats/hoes Link to comment Share on other sites More sharing options...
beerbaron Posted December 8, 2012 Share Posted December 8, 2012 Nice presentation, thanks for posting. BeerBaron Link to comment Share on other sites More sharing options...
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