Investing by the Books: #5 Brilliant & Mohanraj: Moats Matter

Investing By The Books

2021-09-21

12:14

Heather Brilliant co-authored the book Why Moats Matter during her tenure at Morningstar. She is now CEO & President of Diamond Hill, an Ohio-based investment firm, where Krishna Mohanraj is an International Portfolio Manager. In the episode, these domain experts help us widen our intelligence of economic moats - a concept that truly matters when investing.

EP

NS

Eddie Palmgren

Niklas Sävås

Episode Notes

Books Mentioned

Why Moats Matter: The Morningstar Approach to Stock Investing – Heather Brilliant & Elisabeth Collins (2014)

Deep Work: Rules for Focused Success in a Distracted World – Cal Newport (2016)

Built to Last: Successful Habits of Visionary Companies – Jim Collins (1994)

A Country in the Moon: Travels in Search of the Heart of Poland – Michael Moran (2008)

Unleashed: The Unapologetic Leader’s Guide to Empowering Everyone Around You – Frances Frei & Anne Morriss (2020)

How to Decide: Simple Tools for Making Better Choices – Annie Duke (2020)

Grow the Pie: How Great Companies Deliver Both Purpose and Profit – Alex Edmans (2020)

You Can Be a Stock Market Genius – Joel Greenblatt (1997)

Intelligent Investor – Benjamin Graham (1949)

Security Analysis – Benjamin Graham (1934)


Companies Mentioned

Berkshire Hathaway  – $BRK.A

HDFC Bank – $HDFCBANK

Howden Joinery Group – $HWDN

Assa Abloy – $ASSA.B

Sampo – $SAMPO

Unilever – $ULVR

Blackberry – $BB

Fairfax Financial – $FFH

Diageo – $DGE

TSMC – $TSM

Costco – $COST


More on Heather Brilliant & Krishna Mohanraj

Diamond Hill’s website: https://www.diamond-hill.com/

Heather’s twitter: https://twitter.com/BrilliantHeath


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Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

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