Greenwald Strategy Notes #1

¬†“If you don’t read the newspaper, you are uninformed. If you do read the newspaper, you are misinformed.” –Mark Twain

I stayed up all night playing poker with tarot cards. I got a full house and four people died. –Steven Wright

These notes should supplement your reading of Competition Demystified and your case study on Wal-Mart (in Value Vault).

A book on moats and investing

Moats and filters: Neither have I read nor recommend the material on the web-site but I do want you to be aware of the book.

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