Author Topic: Best People/Sources for Tech Companies With Moats?  (Read 1789 times)

RadMan24

  • Sr. Member
  • ****
  • Posts: 459
Re: Best People/Sources for Tech Companies With Moats?
« Reply #10 on: September 16, 2020, 12:50:02 PM »
Thoughts on Berkshire's investment in Snowflake?

well, the IPO was quite successful it seems.


Spekulatius

  • Hero Member
  • *****
  • Posts: 5336
Re: Best People/Sources for Tech Companies With Moats?
« Reply #11 on: September 20, 2020, 09:50:42 AM »
Michael Shearn would be another option.

Microcapclub has a great interview with Michael, available on YouTube:
https://youtu.be/Bxh67eIobL0

I like his way looking at operators (Mt Rushmore operators etc, chefs vs cooks etc.)
Life is too short for cheap beer and wine.